“With knowledge, experience and integrity, we provide exceptional financial advice and planning services to meet our clients’ financial goals.”
Rajan Shah | President and Founder
Having graduated from Northern Illinois University with a degree in Finance with an emphasis in Economics, Rajan has been practicing financial planning for more than 15 years, and is very knowledgeable in optimizing Social Security benefits. Throughout his financial planning career, Rajan has held corporate managing and agency director positions, helping him become the well-rounded advisor he is today. After gaining experience with the top financial firms, Rajan’s entrepreneurial attitude catapulted him into his own independent advisory firm. This allowed him to truly relinquish unbiased recommendations and solutions in a fiduciary capacity.
Among other accolades, Rajan is a member of the Million Dollar Round Table, a networking platform of top financial professionals in the nation. In addition,He achieved top financial producer’s conference for 2010-2015. Raj is licensed in 10 states and is continuing to grow his practice nationwide. Raj is featured contributor on Fortune and Money.com and is partners with the Federal Reserve Bank of Chicago as retirement planning educator for Money Smart Week. Raj also teaches around the many libraries and hosts seminars around the Chicagoland area.
Rajan is an active member of the Jain Temple of Metropolitan Chicago. Rajan lives in Bloomingdale, IL with his wife, Sejal, and their children, Rohan and Ashna.