Basic Information
-
Company
Secure Future Strategies -
Phone
240-775-0527 -
Email
info@securefuturestrategies.com -
Mobile phone
703-862-2875 -
Website
https://www.securefuturestrategies.com -
Describe How You Would Like To Be Introduced Via Email
1.Hi [Client Name], I wanted to connect you with Asmita. She works closely with people who are thinking about retirement or going through financial transitions and helps them create a clear, confident plan around income, taxes, health care, long-term security to name a few. I thought it could ne a caluable conversation for you. She can be at 240-775-0527 or info@securefuturestrategies.com or Book a Consultation
https://www.securefuturestrategies.com.
2.As a businessowner if you would like to discuss how other business owners, like you are solving the problems like liquidity, monetizing their business or having a succession plan it would be a conversation worth having with Asmita as she specializes in helping business owners solve these problems and helps bring clarity and confidence. She can be reached at 240-775-0527 or via email at info@securefuturestrategies.com -
What is your "why"? Why do you do what you do?
Helping individuals, families and small businesses strategize retirement goals to achieve worry-free retirement. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1- How you started planning for retirement yet, or is that still on the to-do-list?
2- Do you feel good about how your retirement is shaping up?
3- Have you worked with someone to put a plan together, or are you figuring it out yourself? -
Unique Selling Proposition
I help individuals, families and small businesses bring clarity, structure and confidence to retirement - so their income, ilfestyle and long-term goals actually align. -
About me
For many people, retirement planning feels fragmented. Savings may be in place, but there is often no clear structure around how these resources will support the lifestyle they want to live. The focus tends to stay on accumulation, while there is uncertanity about how to transition to using thise assets in a sustainable way. My work cernters on helping clients move from uncertainty to clarity. This means organizing what they have, understanding how different pieces fit together and building a strategy that supports not just income, but lifestyle, priorities and long-term goals. -
Profession
Financial Services Prifessional -
Title
Founder | CRPC, CLTC -
Hobbies and interest
I love travelling, creating different types of arts and enjoying High Tea's
Contact Information
-
City / Town
Ashburn -
State
VA -
Zip
20148 -
Country
United States -
Special offers to the group
Have a 1-1 with me and coffee is on me !! -
Google Business Review URL
www.securefuturestrategies.com -
Facebook Business Page URL
www.securefuturestrategies.com -
LinkedIn Profile
https://www.linkedin.com/in/asmitapradhan-financialstrategist
Education
-
College / University
CRPC® , CLTC® -
Graduation Year
2003