SDV financial consulting

Dipti L, NJ

“Harsha has in been instrumental in helping me start my business in the financial industry. She has supported me thru startup, licensing, financial literacy and building business phase.”

Dipti L, NJ

Sangeeta, NJ

“Great experience working with this team when I was trying to evaluate my financial needs and long term retirement planning. Thank you again for simplifying this for me.”

Sangeeta, NJ

Anant S, NY

“Harsha has not only provided clarity on various investment opportunities but also offered insightful advice on long-term care and insurance. Thanks to her, I now feel confident and well-prepared to address all aspects of my financial needs.”

Anant S, NY

David L, VA

“Going over my finances and taking a deep dive was scary for me, but was made easy and I never felt judged. I highly recommend Harsha and she will always be my first choice as I progress on the Financial Freedom journey. Thank you Harsha!”

David L, VA

Dharini S, NJ

“Harsha’s comprehensive understanding of retirement planning, 401Ks, ROTH IRAs, wills, and trusts has been noteworthy in developing a customized financial strategy aligned with my long-term goals. I wholeheartedly recommend her to anyone seeking a knowledgeable and dedicated financial advisor.”

Dharini S, NJ

Swati P, NY

“I wanted to take a moment to express just how grateful I am for everything you’ve done for me. I truly appreciate the time and effort you’ve given me.”

Swati P, NY

Bonnie & Preethy, DE

“SDV Consulting are true to their motto…Financial freedom truly delivered for me and my family !”

Bonnie & Preethy, DE

Financial Planning

We strongly believe that financial planning can be done at any… Read More

Tax Strategies

We wish complaining about Taxes was a tax-deductible… Read More

Retirement Planning

Preparing for the future means building momentum… Read More

College Planning

5 in 10 parents of children under 18 (50%)… Read More

Estate Planning

An estate plan can help you control the transfer… Read More

Long Term Care

It is crucial to plan for the unexpected, especially… Read More

The secret to getting ahead is getting started.

– Mark Twain

At SDV Financial Consulting Services, we provide our clients with comprehensive and personalized financial solutions. Our team of experts have years of experience in the industry and is committed to helping you achieve your financial goals. We take pride in getting to know our clients, in educating and empowering them with financial literacy to maximize their finances and protect from any uncertainties of life. We are licensed Financial Professionals to serve in every state of USA.

Our Expertise is earned through
our experience

Our Team for your
Finances

OUR FINANCIAL SERVICES

Financial Planning

We strongly believe that financial planning can be done at any phase of your life and should be dynamic in nature. Our professional planner will conduct a comprehension financial health check and help you reach your financial goals. The portfolio of services and solutions we offer are always aimed to meet yours and your family’s financial needs.

Tax strategies

We wish complaining about Taxes was a tax-deductible, but alas not to be. Thoughtful tax planning is vital for any wealth-management strategy. Our team will work with you to develop innovative tax strategies which aligns with your current financial goals and provides the most advantageous tax outcomes. Let us help you create a right balance between paying Taxes now, deferring taxes and tax advantage strategy.

Retirement Planning

Preparing for the future means building momentum toward whatever you want to pursue. Your retirement years bring the promise of realizing the goals you worked so hard to reach, but they also come with a host of questions. Let’s partner to help you ensure your retirement plans become your reality. We can help you personalize your experience to ensure your money lasts throughout retirement and beyond.

College Planning

5 in 10 parents of children under 18 (50%) haven’t started saving for their children’s college education but want to. College expenses have risen considerably over the years, making it difficult for many families to afford without accruing debt. Fortunately, there are multiple ways to start a college fund. Know your options to make an informed decision.

Estate Planning

An estate plan can help you control the transfer of wealth, fulfill your philanthropic goals and minimize taxes. A Trust can be an important element of your estate plan, offering the flexibility you need to meet a variety of short and long-term planning goals. Our team can provide guidance in creating an effective estate plan that will live a lasting legacy for your generation.

Long Term Care

It is crucial to plan for the unexpected, especially when it comes to your health. After all, it only takes one major health issue to have a severe impact on your finances. If you live long enough, you’ll most likely require some long-term care. We can help create that long-term care plan for you and your family members so that you can have a peace of mind.

CONTACT US FOR BEST CONSULTATION AND ADVICE FROM BEST OF MARKET EXPERTS

For Better Money Management

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