Optimized Outcomes

Post-COVID Financial Solutions to Protect Your Tomorrows
Here are just a few examples of the wisdom you can gain from this book:
✔ How to become your own banker and minimize estate taxes
✔ Use various investments to increase purchasing power
✔ Managing risk and taxes during retirement
✔ Preserving your family’s wealth for future generations
✔ Preserving closely held business interests
✔ Ensure the long-term stability of a charity or nonprofit

Vijay Khetarpal, AIF®, CLU, ChFC, CFP®
Vijay Khetarpal has a unique perspective gained from living and working on three continents: Asia, Africa, and North America. He has been creating solutions to optimize financial outcomes for his clients since 1983.
Vijay has an uncanny ability to blend the art and science of financial planning. He gets into microscopic details of a strategy to project future scenarios to be addressed, akin to “financial binoculars.” That makes his guidance valuable to consumers like you and advisors as well.