Services offered
Ashok Sanghavi is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Certified Life Underwriter (CLU®). A non-practicing Certified Public Accountant (CPA®) with a Chartered Accountant background. Ashok holds over 30 years of experience in financial services; he brings deep expertise and a trusted voice to every client relationship, operating under Global Financial Group LLC.
Institutional-grade investment strategies, thoughtfully curated enhanced through collaboration with experienced third-party asset managers.
A disciplined transition from accumulation to income marking the beginning of your 5-star freedom phase of retirement.
Proactive, forward-looking strategies that reduce tax exposure across your active income, passive income, and qualified funds.
Advanced planning to minimize or eliminate estate tax impact.
Strategic structures designed to safeguard your assets. Protecting against risk while preserving long-term value.
Thoughtfully structured buy-sell and succession planning integrated with tax-efficient exit strategies.
Tailored benefit strategies that strengthen your organization. Helping attract, retain, and support top-tier talent.
Strategic long-term care solutions that protect both your family and your finances.
Someone legally bound to put your interests first at the highest standard of care.
That's why we operate under a fiduciary standard your goals prioritized, your interests protected, always
We begin with relationships because trust is never assumed, it's earned. Through thoughtful guidance and a client-first approach, we focus on what truly matters. In the end, success is not simply measured in numbers, but in the clarity, confidence, and security you carry into the future.
This will determine how much you keep, how would you retire, and how you leave your legacy.
Contact for no cost no obligation On how to save taxes and protect your wealth
