Trivedi Financial Group

Individualized and Comprehensive Financial Solutions

Innovation and excellence are what make us unique.  Many individuals miss out on critical investment opportunities because they are overwhelmed and oftentimes do not know how to start the financial planning process.  Ultimately, people want someone they can trust and Trivedi Financial Group is there for you.  We look forward to fostering long-lasting client-consultant relationships.

Make an appointment today and let us help you realize your personal dreams. 
 

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Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Car Affordability

How much can you afford to pay for a car?

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Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

How Interest Rates Can Influence Financial Decisions

The Federal Reserve has relied on its control of short-term interest rates to influence economic activity. Adjusting interest rates might seem to be an overly simple solution for steering the world's most powerful economy, but few mechanisms can influence behavior more effectively than interest rates.

Protect Your Business with a Disaster Readiness Plan

Most people think of hurricanes, tornados, and earthquakes as events that could seriously affect the operations of a business and result in shortages of goods and materials. But even a fire or a flood in the warehouse can cause operations to come to a grinding halt. By one estimate, one-quarter of businesses never reopen after a major calamity.

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