Established Professionals

Does your journey include:

A financial picture getting too complicated?
Kubhera can

develop a purpose-based road map.

High income taxes?
Kubhera can

collaborate with your CPA to apply solutions to minimize income taxes, future tax concerns, and estate taxes.

College expenses in the near future?

Kubhera can

implement strategies to fund college more tax efficiently.

Employee Stock Options (ESOPs) and Restricted Stock Units (RSUs)?
Kubhera can

map out a strategy to diversify risk and understand key tax implications.

Discomfort making ever larger financial decisions?
Kubhera can

implement a risk-appropriate, disciplined strategy to continue to grow your wealth.

Difficulty prioritizing attention to finances?

Kubhera can

ease your worry by helping you focus on what is important, when it is important.

Not knowing how much you need for retirement?
Kubhera can

evaluate and solve for your specific retirement goals for tax-efficient funding.

Taking on more of your parents' financial decisions?

Kubhera can

develop an eldercare strategy, including helping manage risk, health, and estate needs.

Concern you aren't being as "smart" as you could be?
Kubhera can

serve as your fiduciary, educating and empowering you to make informed decisions.

Not sure if your family and assets are properly protected?

Kubhera can

perform a comprehensive risk review to identify gaps.

How Kubhera is here for you:

  • We serve as your fiduciary, looking out for your financial best interest at all times.
  • We help you build a road map.
  • We help you proactively build your long term wealth and risk management programs. 
  • We play the role of your financial coach (free of any conflicts of interest) on an ongoing basis. 
  • You have our expertise available on Retainer, whenever you need it for any financial decisions.

Flexible Engagement Options:

All-Inclusive for clients with a minimum amount of assets under management
Retainer Only Planning for a negotiated annual fee