I have been working for 9 years and have bought insurance or mutual fund every year to save taxes and other investments. Last year I needed money to buy a house and I realized that all my money was tied up in insurance and mutual funds were not doing good at all so I couldn’t withdraw any money. So I thought of postponing my home purchase for a few years.
Then a friend told me to plan my finances according to my goals in life. It sounded greek to me for sometime but after googling a bit I found iTrust Financial Advisors. Ravi, who is advisor at iTrust told me about financial planning service that his company provides, and showed me sample financial plan. I was convinced and asked him to get a plan done for me.
Financial planner at itrust told me to postpone my home buying decision for 1 year and also told me from where I can get money to buy house. Not just the house but the plan also covered retirement and other goals that I have. Best part is that I learnt a lot about financial planning myself(certainly not enough to do it myself;-)). Its been 14 months since I bought financial plan and I now have enough money to buy my own house. Ravi says that they help in buying real estate as well so I have decided that I will be buying my house based on their suggestion only.
Good job guyz! Thanks for helping people like us.