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Can you confidently answer these questions?

•  How much money do I need to retire comfortably?

•  How will my family survive if something happens to me?

• How am I invested? Why am I invested this way?

• How will my children pay for college?

•What are my strategies for maximizing my Social Security benefits?

•What makes me nervous about my finances?

"A goal with out a plan is just a wish"

If you cannot confidently answer the above questions, please reach out for a free complimentary consultation


Gautam Misra

Senior Partner

Financial Consultant

Master Elite Advisor, Ed Slott Elite IRA Advisor Group

Sid Misra CRPC®

Financial Consultant

National Social Security Advisor Certificate Holder


Ed Slott's Advisory Group is a group of financial professionals who pay a fee to attend a seminar that explores regulations, tax updates, and other issues regarding individual retirement accounts. It does not qualify a financial professional to provide investment recommendations or advice. Beacon Financial Group, Ed Slott `s Advisory Group, and LPL Financial are separate and unrelated companies

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL FInancial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IN, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, TN, TX, UT, VA, VT, WI, WV.

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