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Shikha Prashar

Holistic Wealth Management and Goals-based Advice. Empowering executives, entrepenuers, women in transition, and women business owners to build and preserve wealth to pursue passions and leave a meaningful Legacy!

Services :

Business Sucession and Exit Planning

Estate and Trust Planning 

Comprehensive Financial Planning

Individual and Business Retirement Plans

Insurance and Annuities  

Budgeting and Debt strategie


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