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Omkar Shinde

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TFA’s mission is to enhance the present and future economic well-being of its clients and representatives. Baby Boomers are retiring every day. The average baby boomer believes $300,000 is sufficient enough to retire on. Do you think that's enough money? But before I answer that, here's my story: I was on track to be a Chemical Engineer till 2020. But when I graduated, I was distraught with what the job requirements were. Putting myself first, I completely decided to quit the track. No plan, no job in sight. I started to panic. That's when my mom sat me down and told me to list the things I'm passionate about. Turns out personal finance and education were the top two on my list. Not shocking, considering I always had a passion for how money works. So, I started doing research for jobs in financial services. My goal was to implement my passion for financial education for everyone. Since then I've helped countless individuals, families, and business owners make easier financial decisions for their future. Services I provide: 1. Portfolio Planning 2. Budget Creation 3. College Funding 4. Debt Reduction 5. Retirement Planning 6. Proper Protection 7. Tax Efficiency 8. Investment Allocation What makes me different: - Keeping you accountable to your goals - Creating simple yet effective strategies - Establishing a personal relationship - Yearly reviews accounting for changes in goals and income So to answer the question above, $300,000 is not enough money to retire on, in my opinion. But that's where I come in. If you want to learn more about how my clients are pursuing their financial goals, let's have a quick chat :)

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