No two people have the same exact financial needs, so it's important to work with someone who understands your unique hopes and dreams. I value connecting with my clients in a meaningful way!
I love tennis, hiking and practically anything outdoors.
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Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Living in Retirement
Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.
Protecting Your Family and Greatest Assets
Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.
Saving for Retirement
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
Property & Casualty: FL, IL, MIVariable Annuities: AR, CA, IL, IN, MA, MI, MN, OH, SC, TXSecurities License: CA, IL, IN, MA, MI, MN, OH, TXVariable Life Insurance: IL, IN, MA, MI, OH, SC( AR License #973372)( CA License #0C54092)( MN License #20579571)( TX License #1729071)Fixed Annuities: IL, IN, MA, MI, NC, NV, OH, SC( AR License #973372)( CA License #0C54092)( MN License #20579571)( TX License #1729071)Life Insurance: IL, IN, MA, MI, NC, NV, OH, SC( AR License #973372)( CA License #0C54092)( MN License #20579571)( TX License #1729071)
Vidya Shah offers investment advisory services through Prudential Financial Planning Services (PFPS), a division of Pruco Securities, LLC (Pruco), pursuant to separate client agreement. Vidya Shah offers insurance and securities products and services as a registered principal of Pruco and an agent of issuing insurance companies. 1-800- 201-6690. CFP® is an educational certification only. Vidya Shah is not acting as a financial planner and does not offer financial planning services.
Check the background of this investment professional on FINRA’s BrokerCheck.