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Income and Asset Protection Planning - Chirag Patel

Wed, May 21

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Shagun Palace Indian Restaurant

Chirag Patel is an experienced financial professional in the financial services industry with many years of expertise, helping business owners, families, and individuals achieve their financial goals. Recommending the right solutions for their current financial needs and future objectives.

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Income and Asset Protection Planning - Chirag Patel
Income and Asset Protection Planning - Chirag Patel

Time & Location

May 21, 2025, 7:00 PM – 9:00 PM

Shagun Palace Indian Restaurant, 2643 Street Rd, Bensalem, PA 19020, USA

Guests

About the Event

We are delighted to have Mr. Chirag Patel of AV Financial Solutions educate us about Income and Asset Protection Planning.


Mr. Chirag Patel is an experienced financial professional in the financial services industry with many years of expertise, helping business owners, families, and individuals achieve their financial goals. Recommending the right solutions for their current financial needs and future objectives.


Business owners can benefit greatly from tax-saving strategies that reduce liability while maximizing profitability. Implementing asset protection plans helps shield personal and business wealth from lawsuits and creditors. A well-crafted buy-sell agreement ensures smooth business transitions and protects ownership interests. Mortgage protection offers financial security for families and partners in the event of unexpected loss. Estate planning allows business owners to pass on their legacy efficiently and with minimal tax burden. Planning for retirement income is essential to maintain lifestyle after exiting the business. Concerns about retaining top talent can…



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