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Recent Posts
Are We Headed for a Recession?

One of the benefits of being bald is that hair lines become a non-issue.  Don’t need to worry about receding there.  I practice pretty good oral hygiene (although I’m told I should be flossing more) but receding gums doesn’t seem to be a concern right now either.  You can usually see a recession on its

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How Is a Financial Advisor Different From An Estate Planning Lawyer?

It is true that you may engage several different professionals to assist you with the process of creating your estate plan. It is also true that you likely need an estate planning lawyer to help you with putting together your comprehensive plan. This is because while accountants and financial advisors can provide some good perspective

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History Shows That Stock Gains Can Add Up after BigDeclines

Is timing everything? Based on the picture below, timing can make a huge difference between a good day and a bad day. But with stock markets, it can mean a lot more. Unless you know exactly when to get out AND or when to get in – TIME IN the market is probably a better strategy than TIMING the market.  Check

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Neel Shah JD, CFP®,

Legal Expert | Tax Strategist | Financial Advisor | Life Planner

Click here to hear Neel’s interview with the Admired Advisor Podcast

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.

Schedule your
complimentary
telephone call

Click here to see how we
can be of assistance.

Recent Posts
Are We Headed for a Recession?

One of the benefits of being bald is that hair lines become a non-issue.  Don’t need to worry about receding there.  I practice pretty good oral hygiene (although I’m told I should be flossing more) but receding gums doesn’t seem to be a concern right now either.  You can usually see a recession on its

Read More

See more
How Is a Financial Advisor Different From An Estate Planning Lawyer?

It is true that you may engage several different professionals to assist you with the process of creating your estate plan. It is also true that you likely need an estate planning lawyer to help you with putting together your comprehensive plan. This is because while accountants and financial advisors can provide some good perspective

Read More

See more
History Shows That Stock Gains Can Add Up after BigDeclines

Is timing everything? Based on the picture below, timing can make a huge difference between a good day and a bad day. But with stock markets, it can mean a lot more. Unless you know exactly when to get out AND or when to get in – TIME IN the market is probably a better strategy than TIMING the market.  Check

Read More

See more