Welcome to Vishaw Sondhi, CPA, P.C. As both a financial planner and CPA, I have served in the financial services field for over 30 years. I have ultimately achieved success by engaging my clients to think and talk “Beyond the Balance Sheet.”
I currently work with my clients not just as their accountant, but also as their financial “coach,” guiding them to make intelligent decisions and keeping them focused on their long-term financial goals. It is an honor to answer any and all financial questions my clients have because I understand the responsibilities I have taken on as their trusted advisor.
I believe in the importance of education. I inform my clients about their current situations by telling them exactly what needs to be done and how by providing them with information on specific strategies and products. By taking my approach, it gives me the utmost joy to see my clients make expert decisions on whether to invest in a product and how that product may fit in their comprehensive financial plans. They are more focused on their long-term goals without fear of getting distracted by volatile market conditions.
The foundation of my success has been my unique approach. I do not chase winners, rather I implement strategies to control the wastage in the form of taxes, to manage debt, and by reducing or eliminating risk. I have implemented various simple and complex strategies in the subfields of Income tax, Retirement, Risk management, Asset Accumulation – Preservation and Distribution Planning for all types of individual and business situations for my clients.
Please contact me or my team members with any questions you might have regarding your current financial situation. Join us and let us lend you a hand on your financial life cycle journey. Together we can achieve even greater success.
*Financial Planning is offered by Vishaw Sondhi who is a a Registered Representative and Investment Adviser Representative of Equity Services, Inc. offering securities in New Jersey and New York.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
For homeowners who think their property taxes are too high, there are ways to appeal.
Your credit score may influence how much you pay for auto and home insurance.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
To choose a plan, it’s important to ask yourself four key questions.
A letter of instruction provides additional and more personal information regarding your estate.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Do you have causes that you want to support with donations? Here are three tips.
A special needs trust helps care for a special needs child when you’re gone.
There are a few things to consider when buying or leasing your next vehicle.
There’s an alarming difference between perception and reality for current and future retirees.
Learn how to harness the power of compound interest for your investments.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate