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Sonti Nagendra

AboutUs

Sonti Nagendra is a visionary entrepreneur and a highly respected business coach with a deep expertise in the licensed financial profession. With a career spanning over 4 years, Nagendra has empowered countless individuals and businesses to achieve financial success and independence.

As a leader in the financial industry, Nagendra has made a significant impact by providing innovative solutions and strategic guidance that help clients navigate the complexities of financial planning and wealth management. His approach is rooted in a commitment to education, equipping clients with the knowledge and tools they need to make informed financial decisions.

Beyond his professional accomplishments, Nagendra is dedicated to fostering a community of like-minded entrepreneurs and professionals. He offers personalized coaching and mentorship, sharing his insights and experiences to inspire others to reach their full potential.

Our Services

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Living Will & Trust

Life Insurance

Tax savings

Kids college

Investment Planning

Retirement Planning

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Latest Blogs

Financial Planning From The Beginning

"Financial Planning From The Beginning" is about laying a strong foundation for your financial future. It covers the essential steps to start managing your money wisely, including setting financial goals, budgeting, saving, and investing.

How Much Life Insurance Do You Need ?

Determining how much life insurance you need depends on several factors, including your financial obligations, income, and future goals. A common method is the DIME formula, which considers Debt, Income, Mortgage.

College Saving is Really Imporatant ?

Yes, college savings are crucial because the cost of higher education continues to rise, and having a dedicated savings plan can help reduce the financial burden on both students and their families.