Network·Venture Capital

Prolific Solutions

Unclaimed

📍 NEW YORK, NY

Venture Capitaltechnologyfinancial serviceshealthcare
www.prolificny.com

SEC CRD #801-126440

About

Financial Planner Consultant, Tax Retirement Planning Services For Physicians New York NY - Prolific Solutions CONTACT US CONTACT US Contact Financial Clarity. Future Security. Talk to a Practicing CFP® Make Expert Financial Decisions Without the Time Investment Proudly serving specialists at 15+ institutions and growing We help high-performing specialists recoup life s most valuable asset: time You need to have someone to guide you through these processes. It s like you need a physician to guide you through your health. Helen Khilkin-Sogoloff, M.D. Lung Thoracic Cancer, Pulmonology We build financial roadmaps and the specialized execution teams Investment Management Retirement Planning Risk Management Insurance Planning Tax Planning Trusts Estate Planning View all Specialties The True Cost of DIY Finance Time ROI = 10:1 *Based on Bureau of Labor Statistic (BLS.gov) What are the benefits of delegating to a fiduciary team? 1. Specialist Know-How Certified financial planners (CFP®) are considered the gold standard for providing impartial, expert financial advice. Similar to the gold standard in accounting i.e. a practicing certified public accountant (CPA), a practicing CFP® typically owns the financial planning process of co-creating and executing the financial roadmap. In addition, a CFP® undergoes rigorous education, training and ethical standards, which ensures they are best-in-class for providing an expert solution that is within your best interest (fiduciary) as well as y

Key Contact

RB

ROCKY BUDHRAM

COO/CCO

📞 (646) 988-5216

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AUM

$89M

Location

NEW YORK, NY

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