Prosperity Simplified
We bring the Wall Street knowledge to the Main Street to help you navigate through the complex financial systems
Our Services
What We Offer
Financial planning can be a harrowing experience. However, our licensed financial professionals take pride in simplifying the process as we specialize in providing custom tailored 360° solutions to our clients based on needs, suitability and affordability.
College/Tax Savings
Get Introduced to investment vehicles which help to save for your children’s College expenses and Reduce Taxes.
Will & Trust
Comprehensive Estate planning to avoid the State Probate court from interfering with your personal assets, business operations and Legacy transfer. Protect minor children from being taken in by foster homes.
Public Notary
We provide notarization of mortgage documents, powers of attorney, contracts, adoption papers, advance medical directives and more. (This service available for State of Virginia only)
Long Term Planning
Avoid financial surprises in your Golden years by planning ahead for your Health and Retirement expenses.
Land Banking & Real Estate
** Coming Soon **
Who We Are
Our Story
Founded by a team of first generation immigrants to the USA – We understand the pain and difficulty of navigating through the complex financial systems on your own. Our Financially licensed professionals are here to help simplify the jargons, clear out the noises and provide you the clarity that you need to make educated decisions.
Our team will patiently work with you, with utmost confidentiality, to answer all your questions and ensure that you have a complete understanding of how to make your money work best for you.
Our Mission
Prosperity Simplified - To bring the Wall Street knowledge to the Main Street so that no individual/family is left behind.
Testimonials
What My Clients Say
"Thank you Barkath for showing me this (financial solution). Otherwise, I would not have known about it. Thanks for helping me protect my family”
S Sharma
IT Consultant, California
"Thank you Barkath for your guidance in helping my family complete the Will & Trust"
N Ahmed
