Krishna Wealth Planning

Sep 2023

My wife and I wanted to get a better financial plan to make sure we are ready for our retirement years. We wanted to find a local fiduciary to help us plan for our retirement. Neil has been doing a good job of understanding our needs, and he takes the time to explain things in a clear and concise manner. We are happy with the returns we have seen so far, and our regular check ins help us to make sure we are on track. He has also helped us to optimize our taxes, and we are working on estate planning. We highly recommend KWP.

Dec 2022

My husband and I have been working with Neil for over a year. We are very pleased with the establishment of a financial plan that fits our current needs and future growth. We have 24/7 access to our portfolio to see growth, projections, and so much more. In addition, Neil is very prompt with his responses to our questions and concerns. Neil’s approach to financial planning is straightforward and he is very attentive to details. He takes the time to know our personal details and engage in meaningful discussion. He provides many scenarios and works with us to make the decisions that are right for us. We enjoy the monthly status updates and timely articles relevant to...read full review

Nov 2022

Neil has been a life saver for me as a new investor navigating the turbulent market the last few years. I felt really lost after inheriting a portion of my uncle's retirement in my mid-20s and I feel so lucky to have found Neil when I did. After the market crash in 2020, he worked with me to rebalance my portfolio and take advantage of the situation, which resulted in me actually coming out ahead for the year! He even helped me maximize my 401k matching from my job, netting me tens of thousands I would have missed out on. I feel much more confident about where my retirement portfolio is headed. I'm in great hands! Neil is always just an email or phone call away. Would...read full review