Risk Management for Individuals in Irvine - PowerPoint PPT Presentation

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Risk Management for Individuals in Irvine

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Risk management is the financial planning of your future which helps you if something unexpected happens. Life Insurance is one way to manage your risks and here everyone has a question in mind which product one should select, don’t worry Balaji Rao an Expert Financial Advisor in Irvine will help you to choose the best one and works with you to create a financial plan to help you to achieve financial targets and needs. – PowerPoint PPT presentation

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Title: Risk Management for Individuals in Irvine


1
Risk Management for Individuals in Irvine
  • Balaji Rao Financial Advisor

2
Risk Management for Individuals
  • Protecting What Matters
    Most in Life
  • A person who works hard in every day's life and
    earned a lot but yet someday feels short of money
    because of something unexpected happens. Life is
    a long journey and it brings up downs, which
    create some financial hurdles, and you can come
    out of such situations as a winner but for that
    you need a financial plan which fits best for you
    and your family.
  • Life Insurance is a way which can make sure that
    you and your loved ones have a quality life.
    There is a lot of life insurances in the market
    and Balaji Rao can help you to choose the one
    that best fits according to your budget and helps
    in achieving the desirable needs.

email brao_at_wradvisors.com web
balajirao.wradvisors.com
Call (949) 981-3981
3
Types of Life Insurance Products

Why We Need An
Advisor For This
  • Permanent Life Insurance
  • Term Insurance
  • Cash Value Life Insurance
  • Disability Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Every person has different budget and needs, so
    how can Life Insurances be the same for all. How
    one can choose a product without having knowledge
    of products and trends of the market ?
  • Let Professionals do it for you so you dont have
    to regret in the future and can enjoy a quality
    life with your family. Balaji Rao is the best
    Financial Advisor who helps you to manage all
    your risks.

email brao_at_wradvisors.com web
balajirao.wradvisors.com
Call (949) 981-3981
4
Balaji Rao Financial Advisor
  • Mr. Rao is an Expert Financial Advisor in Irvine
    and has a great knowledge of market trends.
    Balaji Rao is continuously practicing and
    providing his services to the clients since 2001.
  • Balaji Rao focus on what matters most for you
    because some things are not just things, they are
    a part of you. Mr. Rao provides you Free
    Portfolio Risk Analysis to better understand the
    current situation of you or your business. This
    helps in covering all the aspects while creating
    a financial plan for your future.
  • Balaji Rao providing financial services to
    families and business owners, to dentists and
    other medical professionals also. You can contact
    him via below mentioned mediums.

email brao_at_wradvisors.com web
balajirao.wradvisors.com
Call (949) 981-3981
5
Financial Services Provided by Mr. Balaji Rao
  • Individual Retirement Plans
  • Risk Management for Individuals
  • 529 College Savings Plan
  • Financial Planning Services
  • Business Retirement Plans
  • Risk Management for Business Owners
  • Financial Planning for Dentists
  • Financial Planning for Business Owners

email brao_at_wradvisors.com web
balajirao.wradvisors.com
Call (949) 981-3981
6
Contact Details
  • Irvine, CA Office
  • 16755 Von Karman Ave ste
  • 200 Irvine, CA 92606
  • Phone (949) 981-3981
  • Website balajirao.wradvisors.com
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