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Bhutani-Palmin Financial Planning LLC | Independent, objective financial planning and advice from Bhutani-Palmin | Bhutani-Palmin Financial Planning LLC

If you are looking for independent, objective financial planning and advice. 8212; without account minimums or conflicts of interest — you have come to the right place. We think you will find our philosophies and vision to be both refreshing and compelling. Bhutani-Palmin works with clients of all income levels and stages of life. Young people just starting out, families planning for college and retirement, retirees entering a new and exciting phase of life. To discuss how we may help you. Through planni...

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Bhutani-Palmin Financial Planning LLC | Independent, objective financial planning and advice from Bhutani-Palmin | Bhutani-Palmin Financial Planning LLC | bpfinancialplanning.com Reviews

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If you are looking for independent, objective financial planning and advice. 8212; without account minimums or conflicts of interest — you have come to the right place. We think you will find our philosophies and vision to be both refreshing and compelling. Bhutani-Palmin works with clients of all income levels and stages of life. Young people just starting out, families planning for college and retirement, retirees entering a new and exciting phase of life. To discuss how we may help you. Through planni...

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5 our fees

6 frequent questions

7 forms

8 web resources

9 welcome to bhutani palmin

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Bhutani-Palmin Financial Planning LLC | Independent, objective financial planning and advice from Bhutani-Palmin | Bhutani-Palmin Financial Planning LLC | bpfinancialplanning.com Reviews

https://bpfinancialplanning.com

If you are looking for independent, objective financial planning and advice. 8212; without account minimums or conflicts of interest — you have come to the right place. We think you will find our philosophies and vision to be both refreshing and compelling. Bhutani-Palmin works with clients of all income levels and stages of life. Young people just starting out, families planning for college and retirement, retirees entering a new and exciting phase of life. To discuss how we may help you. Through planni...

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Disclosure | Bhutani-Palmin Financial Planning LLC

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The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of California or where otherwise legally permitted or where an exemption or exclusion from such registration exists. We are legally empowered to provide investment advisory services to residents of California.

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Forms | Bhutani-Palmin Financial Planning LLC

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Our Services | Bhutani-Palmin Financial Planning LLC

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Bhutani-Palmin Financial Planning is a registered investment advisory and financial planning firm, which provides objective financial advice to people from all walks of life. Whether you seek advice on a one-time or periodic basis. We can provide the level of services appropriate for your needs. You may engage our services for smaller, topic-specific reviews or for more in-depth projects. Our services include advice on issues such as:. Portfolio design and asset allocations. 8212; then contact us.

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Who We Are | Bhutani-Palmin Financial Planning LLC

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Neerja Bhutani, CFP. Palmin Financial Planning LLC. Neerja holds an undergraduate degree in Economics and a graduate degree in Social Work from Delhi University, India. She completed the Personal Financial Planning certificate program at University of California, Berkeley Extension with distinction and is a CERTIFIED FINANCIAL PLANNER practitioner. Lydia Palmin, MBA, CFP. Principal, Bhutani-Palmin Financial Planning LLC.

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Our Fees | Bhutani-Palmin Financial Planning LLC

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Our fees are based on the actual time involved in meeting with you in person or over the phone, researching and analyzing your current situation, and providing specific recommendations and implementation assistance (if appropriate) at a rate of $240 per hour. Section 212 of the Internal Revenue Code allows an itemized deduction for tax and/or investment advice in the miscellaneous section of Schedule A. It is subject to a 2% floor of the adjusted gross income on a personal tax return.

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Bhutani-Palmin Financial Planning LLC | Independent, objective financial planning and advice from Bhutani-Palmin | Bhutani-Palmin Financial Planning LLC

If you are looking for independent, objective financial planning and advice. 8212; without account minimums or conflicts of interest — you have come to the right place. We think you will find our philosophies and vision to be both refreshing and compelling. Bhutani-Palmin works with clients of all income levels and stages of life. Young people just starting out, families planning for college and retirement, retirees entering a new and exciting phase of life. To discuss how we may help you. Through planni...

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