Wealth Planning

Financial planning is a process of creating a roadmap towards your goals—and staying on it. At Vishaw Sondhi, CPA, P.C., our focus is on understanding your personal and financial aspirations, developing a plan to get you there, and minimizing obstacles along the way.

Assistance to Loved Ones
We understand the importance of supporting your family today while also planning for the legacy you wish to leave. Our team takes the time to understand your gifting wishes. Together we’ll build a plan, incorporating tactics such as 529 college savings plans, strategies to care for the elderly, and more.

Retirement Planning
We’ll work with you to orchestrate the many moving parts of your retirement planning, from Social Security timing to medicare. Our team will also develop an income plan to fund your retirement by coordinating any annuities or retirement plan(s) you have, including IRAs, employer-sponsored or solo 401(k)’s, and defined benefit plans.

Investment Planning
Our investment services begin with a thorough review of your portfolio. If need be, we’ll adjust your asset allocations to better reflect your time horizon and risk tolerance. Your investment strategy will also be interconnected with your retirement plan.

Estate Planning & Charitable Giving
Preparing ahead of time to develop an in-depth estate plan helps ensure your goals for your assets are effectively carried out. Whether you want to transfer wealth to your loved ones or charities, we’ll consider all strategies such as long-term care solutions, irrevocable life insurance trusts and charitable LLC’s.