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Recent Posts
What Retirees Should Consider After Selling Their Business

Completing a successful business exit is often the result of many years of hard work and advanced planning. This process is known as business succession planning and when undertaken with the support of an experienced and qualified financial team, advisors and attorneys can allow you to close one chapter of your life, but successfully open

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How To Prepare Mentally To Sell Your Business

Maybe you’re thinking ahead about retirement or are simply no longer challenged by what’s offered in your business. Perhaps there is someone ready in waiting, ready and waiting to step into the role of leader, such as a family member, or a trusted employee. But financial considerations and simply feeling like it is the right

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Why A Financial Plan Is So Important For Addressing The Possibility Of Disability

Many people recognize that big factors in their life, such as what they want to achieve with estate planning, and their own retirement goals will influence their financial plan. But it can be a big mistake to neglect the possibility of disability. One in four US adults already lives with a disability. This presents unique

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Why Me?

Neel Shah JD, CFP®,

Legal Expert | Tax Strategist | Financial Advisor |
Life Planner

ABOUT NEEL

Neel Shah has more than 20 years’ experience assisting clients in all aspects of wealth, estate and tax planning and is committed to preserving and growing his clients’ wealth. Neel is directly involved with investment management for our clients and manages the wealth individuals, families & business. He is also an experienced attorney in the fields of estate planning, business law, and tax law.

A BRIEF HISTORY

Neel believes that families, professionals and entrepreneurs are best served by independent advisors. His investment management and financial planning guidance is totally independent and aligned to support the client’s best interests. Neel is a rare breed of wealth management advisor, because he has strong credentials in the additional areas of taxes, finance and the law. In addition to being a wealth manager, tax strategist and attorney - Neel Shah is also a frequently sought-after speaker and author Neel is a Certified Financial Planner™ and has a B.S. degree in Finance and a J.D. (Law) degree. Shah Total Planning clients directly benefit from this experience by being invited to workshops each year, which cover the latest news and valuable advice for tax planning, estate planning and investment management. Neel is a member of the Academy for Preferred Financial Advisors Neel graduated from Benjamin and Cardozo School of Law (Yeshiva University). He is admitted to the practice law in the state bars of New Jersey, New York, Pennsylvania, Washington D.C. (inactive)

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Neel is engaged, or continues to be engaged, to provide investment advisory services.

FROM NEEL:

“Before starting in wealth management, I spent most of my time solely as an estate planning attorney and was called upon by countless financial ‘advisors’ to prepare wills, trusts and estate plans for their clients. Doing so, I was able to have honest conversations with who they trusted for advice.”
“And what did I learn? The individuals in the families who entrusted these ‘advisors’ were working under the assumption that the advisor was acting solely in their best interests. What they expected was fantastic communication, relevant advice, and quality implementation. They want a relationship of trust, sincerity, and honesty. A relationship where the advisor puts us first.”
“I became frustrated with the lack of honesty and transparency that I saw in the financial services industry. And so I took matters into my own hands and have built the team to provide the level of service that I feel the community deserves.”
When not working, Neel can be found playing just about any sport or activity with his Pinky, wife of 22 years, and his two teenaged children (Anya & Jaiden.) He has a passion for traveling, as well as picking up new ‘learning’ projects ranging from golf and biking to acoustic guitar. Unless of course his Chicago Bears are playing.

Recent Posts
What Retirees Should Consider After Selling Their Business

Completing a successful business exit is often the result of many years of hard work and advanced planning. This process is known as business succession planning and when undertaken with the support of an experienced and qualified financial team, advisors and attorneys can allow you to close one chapter of your life, but successfully open

Read More

See more
How To Prepare Mentally To Sell Your Business

Maybe you’re thinking ahead about retirement or are simply no longer challenged by what’s offered in your business. Perhaps there is someone ready in waiting, ready and waiting to step into the role of leader, such as a family member, or a trusted employee. But financial considerations and simply feeling like it is the right

Read More

See more
Why A Financial Plan Is So Important For Addressing The Possibility Of Disability

Many people recognize that big factors in their life, such as what they want to achieve with estate planning, and their own retirement goals will influence their financial plan. But it can be a big mistake to neglect the possibility of disability. One in four US adults already lives with a disability. This presents unique

Read More

See more