Vijay Khetarpal Turns Conventional Financial Planning Approaches on Its Head With Fresh New Insights Achieving the Financial Goals of Individuals, Businesses, and Non-Profits
MCLEAN, Va.--(BUSINESS WIRE)--Jan 5, 2021--
Vijay Khetarpal, CEO and founder of the Integrity Financial Group, LLC, brings his 40 years’ experience as a highly lauded Financial Advisor to bear in his first book, “Optimized Outcomes, Financial Solutions to Help You Make the Most of Your Future.”
“It is my hope that more people see the value of asking the right questions – to a Financial Advisor – about their unique financial situations,” said Mr. Khetarpal, “and together, determine what their goals are to achieve the Optimized Outcomes that get them there!”
A primer for achieving long-term financial stability, in both uncertain and certain times, “ Optimized Outcomes ” breaks down approaches to holistic financial planning in a new way to address financial situations faced by individuals, small businesses and non-profits, including:
- Ways to optimize the management of endowments;
- Planning for with the eventual sale of a business and unforeseen events;
- How to really plan retirement accounts and optimize distribution of assets, while accounting for tax considerations; and
- A fresh look at insurance as the do-all, “Swiss Army Knife” of financial planning.
These strategies have made Mr. Khetarpal a hero to clients in 17 states and countries.
Written in everyday language, the book includes anecdotes and humor to illustrate this unique approach to financial planning, especially in a time of so much global uncertainty.
“ Optimized Outcomes, Financial Solutions to Help You Make the Most of Your Future ” is available in paperback and Kindle® on Amazon.com.
About Vijay Khetarpal and Integrity Financial Group
Vijay Khetarpal is a licensed, registered Financial Advisor since 1983, with professional designations of Accredited Investment Fiduciary (AIF®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Financial Planner (CFP®). Khetarpal is a recognized top professional in the global financial services industry for exceptional knowledge, client service, and ethical conduct.
Integrity Financial Group, LLC is a registered Financial Advisory service located at 8607 Westwood Center Drive Suite 300 Tysons Corner, VA 22182. (703) 893-2550 www.integrityfinancial.comwww.VijayKhetarpal.firstname.lastname@example.org
Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.
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SOURCE: Integrity Financial Group, LLC
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PUB: 01/05/2021 09:10 AM/DISC: 01/05/2021 09:10 AM