Ashwin Dhanesha
Credentials: CFP®, CFA, CPA, EA
Specialties: Retirement, Investment, Taxes
Experience: 20+ Yrs.
Licenses: CPA, EA, FINRA, Insurance
Memberships: AICPA, NAEA, NAPFA, CFAI Phone: 404-419-6161 Ext # 2
Email: Advisor@AxisFinancial.US
Whether you are planning for meaningful wealth, personal retirement, or a child’s education, I recommend investment, tax and risk management strategies to create, preserve and distribute income and wealth during your lifetime and on to future generations.
My services include:
- Retirement Planning
- Investment Planning
- Estate Planning
- Education Planning
- Insurance Planning
- Business Succession
- Investment Policy Statement
- Asset Allocation
- Manager Selection
- Risk Management
- Portfolio Rebalancing
- Monitoring and Reporting
- Tax Planning
- Tax Preparation
- Tax Management
- Tax Problem Resolution
- IRS Representation
- Electronic Filing
- 401(k), 403(b), IRAs, SEP
- ESOP, Stock Bonus Plans
- Profit Sharing Plans
- Pension Plans
- 457, Non-Qualified Plans
- Stocks, Bonds, REITs
- Mutual Funds, ETFs
- 529 Plans, Educational IRA
- Brokerage Accounts
- Separately Managed Accounts
- Annuities
- Life Insurance
- Disability Income
- Long-Term Care
I charge an hourly fee or a flat fee for financial planning and tax consulting services, and a percentage of your assets under my management for investment management services.
Please call me for a free phone consultation for your personal financial service needs. I am easily reachable during normal business hours, as well as on weekends.