Masters in Science

Pradeep Sukhani - Financial Advisor in Plymouth, MN | WiserAdvisor.com

At LifeMAP Wealth Advisors, Pradeep Sukhani offers comprehensive financial services for clients. He believes his reputation thrives on a high-level of customer service and that when clients are truly confident in their financial plan, he has done his job. From seeking growth to planning for your family's future, Pradeep can assist you with your unique needs and financial goals.<br /><br />Whether you are a veteran of investing or are just starting to manage your portfolio, he can help you work towards your financial goals.

LPL Financial

We utilize Riskalyze, a cutting edge technology that identifies your acceptable levels of risk and reward to make investment recommendations to help ensure that your portfolios are allocated to pursue investment goals and expectations. To begin with, we will first evaluate your sensitivity to risk, understand investment time horizon and then even analyze your current portfolio before making recommendations based on your unique goals and objectives.

We help clients understand and quantify their retirement needs. Then we create a plan that aims to grow your assets and be able to provide a successful retirement.

We educate clients on  the pros and cons of moving their 401(k) assets to a rollover IRA.

We help clients prepare for the costs of their children's education through the utilization of 529 investment accounts. These allow an avenue to prepare and fund current/future educational needs.

We also review your other risks, such as life / disability / long-term care coverage in an effort to help ensure you have adequate asset risk management strategies in place so the unexpected does not put your future in a jeopardy.

We specialize in personal individualized financial plans for all unique client situations. We provide a thorough analysis of your goals & objectives to help achieve financial success.

Navigating financial difficulties due to unexpected life challenges is something we prepare for. We evaluate all life insurance needs to help in these tough situations.

We provide knowledge on both fixed, indexed & variable annuities. Questions like which carrier / product to choose or how much to invest in is what we will help with.

We educate clients on the importance of wills and trusts, and making charitable donations for estate planning.

We incorporate asset allocation, investment research, and estate planning in developing a holistic plan that focuses on the potential for accumulation as well as preservation.

Tax strategies may include deduction planning, investment tax planning, year-end strategies such as income deferral.
Investment research focuses on investment risk and risk/return trade-off.
Estate planning may involve smooth transition and wealth transfer as per your wishes while attempting to minimize potential taxes.

Pradeep Sukhani

LPL Financial

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