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Chand, Ravi

Irvine, California, United States

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General Info:

Ravi Chand, CLU®, ChFC®, CLTC®, MBA is a Northwestern Mutual financial advisor who helps individuals and business owners achieve financial security. Ravi creates a financial plan tailored to each individual's needs; this draft plan becomes the blueprint for all future conversations. As we have more clarity around goals and objectives, Ravi will provide expert guidance and make recommendations in the following areas (not limited to): a. Insurance Planning (life insurance, disability income protection, long-term care) b. Investment Planning (retirement, college education, saving for other goals such as purchasing a home, etc) c. Debt Management Planning (discussion around paying off student loans, credit cards) d. Estate Planning (discussion around creating wills/trusts - referral to an estate planning attorney when needed) e. Tax Planning (discussion around strategically sheltering before-tax and after tax dollars - referral to a CPA/Accountant when needed) f. Retirement Income Planning (comprehensive discussion around the de-cumulation of retirement assets going into retirement - for clients approaching retirement) g. Business Planning (employer-sponsored benefits, buy/sell agreements, key-man, executive compensation plans, tax planning strategies, etc)

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