A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the appropriate financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.
Romil Bhagat is the President of Fairway Wealth Management. He offers his clients a path to manage and preserve their wealth utilizing his experience of over 25 years in the investment and insurance field.
He began his financial services career at MetLife in Northern NJ before joining JP Morgan Chase in New York City, where he was active in the branch channel. In 2000 Romil decided to become an independent financial advisor and joined LPL Financial in 2004.
Romil has an MBA in Finance and Marketing from the University of New Hampshire. He is active in the community and keen on golf, keeping fit, and lifelong learning.
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