Prem Kumar Suhalka, FSCP®, ChFC®, CLU®, RICP®, WMCP®'s Linkedin Analytics

As a financial advisor, my goal is to educate my clients about their financial opportunities so they can make strategic, confident decisions with their wealth. I focus heavily on monitoring financial trends and researching planning strategies, ensuring that I bring the most valuable and relevant information to their planning experience. With a broad range of expertise in customized investment solutions like SMAs and UMAs, the upcoming sunsetting of the Tax Cuts and Jobs Act of 2017, and generating income in retirement, I can help clients through a variety of complex situations. I work with many medical professionals, IT professionals, business owners, and high-net-worth individuals, and I know their time is valuable. I position myself as a partner, offering attentive support and guidance to make the planning process as efficient and stress-free as possible. Before my career in financial services, I spent more than 30 years as the CEO or financial principal for several companies. This experience has given me valuable insight into the world of business and leadership, and I bring a unique perspective to my work with business owners and executives. With all my clients, I aim to bring a new sense of clarity about financial strategies and planning. I assess their entire financial world and provide practical insights that allow them to see the bigger picture of their situation. Then I develop custom recommendations to help them achieve their goals. With experience as a Fellow Chartered Accountant, I am adept at helping people mitigate their tax burden as they grow their wealth. In addition to my financial practice, I am also passionate about supporting childhood education in India, and I am involved in several nonprofit organizations in Dallas.