Roma Pithadiya
Radhey Krishna Inc.
c
(817) 791-7707
I have been in financial Industry since 1992 and work in the Dallas/Ft Worth area. My main objective is to help people. The Global Financial Crisis of 2008 has put millions of families in great economic hard times and change can happen a lot faster in the coming years. One of the greatest discoveries of the 20th century is that you can change your life by changing the way to think. I love to control my future and at the same time I love to help people who like to change their future. I have the right solution for right people. It’s not just what you know but also who you know. Financial independence is not a dream, it’s a decision. I believe, if you can help more people become successful, you will be successful and I have experienced it myself. My main focus is to teach people how to fish, not to give them the fish. I like to help people in understanding how money works. You must take care of your responsibilities while building your wealth. I offer the right products for the right solutions. I teach how to earn income for today and build income for tomorrow. I help people set goals to become financially independent.
I had worked as College Coordinator with The Heartland Institute of Financial Education (HIFE) , 501(c)(3) Non-Profit Organization whose mission is to promote financial literacy across America.
I stand No. 1 in Dallas region in selling Life insurance products through Transamerica Agency Network and also stand in the top 6 agents in the entire United States.
2018 MDRT (Million Dollar Round Table) qualifier.
Speaker in “Expert Story Summit” at Harvard Club of Boston.
Specialties: To keep up with the quality of lifestyle and maintain a standard of living. Help clients to use a maximum of Dollar value.
I have vast experience in the Insurance industry that includes Life, Annuity, Health (Medicare, Under 65, Group health), Auto, Renters, Commercial property and Estate planning.
Those of us who own businesses, corporations, and commercial or residential investment real estate assets are often reluctant to sell because of capital gains taxes associated with the sale. But what choice do we have other than a property exchange directed by a Qualified Intermediary? Is there another way to deal with the capital gains taxes that so many investors experience when they sell their assets? The answer may lie in the Deferred Sales Trust.
For a FREE tax savings analysis, please complete the form below. A member of Estate Planning Team will contact you to discuss the results and answer any questions you may have.
Request for Analysis
Upon completion of this questionnaire, Estate Planning Team will analyze the information and will follow up with you to discuss potential next steps. We’ll be happy to provide a free illustration that clarifies the tax-deferral benefits that the Deferred Sales Trust can provide for your specific transaction.
Estate Planning Team is committed to protecting your privacy and will never share your information with anyone except those directly involved in preparing your personal tax-saving illustration. Thank you for giving us the opportunity to help you defer capital gains. If you have any questions at all, please don’t hesitate to call us. We’re always here to help.
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