I built this business for me; but one day, it will become a legacy for them.
How do I groom them to manage it successfully?
How do I prepare my employees and clients for their management?
What happens to my business... what happens to me... if something happens to my partner?
How do I raise the cash flow needed to grow this business to its full potential?
These are not simply my key employees, they are my key business assets
How do I better protect my business and its key assets? How can I better ensure I can keep my key employees?
I've built up a lot of value in my business over the years.
Now what are my options for getting at that value; and how much could I lose to taxes when I do?
A graduate of Saint Michael's College, Raja began his career in the financial services industry over four decades ago, and joined Equitable Advisors as a Financial Advisor in 2022.
Active in the industry, Raja is a lifetime member of the Million Dollar Round Table (MDRT). MDRT is an international association of leading financial professionals, recognized as the standard of excellence in the life insurance-based financial services industry. His personal interest are traveling around the world, tennis, enjoying the outdoors, and spending time with his family. Raja resides in the Cottage Hill area of Mobile, AL.
Raja understands the importance of helping clients make the most appropriate financial decisions possible and knows that people want to work with someone who is attentive to their personal needs. That's why he strives to provide clients with financial strategies that can help meet their objectives. He focuses on providing business, estate conservation and retirement funding strategies.
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.
We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.
We are a full-service wealth management firm committed to helping people pursue their financial goals. [We/I] offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.