Gulati Financial & Insurance Services

Retirement Strategies and ,
Risk Management

Anil Gulati has been highly successful in providing financial advice and services to his clients since 1982. Anil's business career concentrates on the areas of wealth preservation strategies consisting of pension, retirement, insurance, investment, estate planning and asset allocation. His clientele consists of high net-worth individuals, executives, business owners and physicians.

In discussing his work philosophy, Anil speaks with sincerity and conviction: "Our philosophy at Gulati Financial is based upon an extraordinarily demanding code of ethics. We are committed to testing the validity of our actions against those we deem acceptable for ourselves in the pursuit of our own life goals. This, more than any other factor, is what sets the Gulati Financial apart"

Mr. Gulati is a graduate of Punjab University in India where he earned both bachelor's and master's degrees with honors in economics. He furthered his education by attaining a MBA from the University of Kansas in 1980.  Anil obtained his professional designations of Chartered Financial Consultant and Chartered LIfe Underwriter through the American College.

 
Calculators

Loan Payoff

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Newsletters

On the Committees

The closely watched "yield curve" has been fairly adept at signaling the onset of U.S. economic recessions. A yield curve inversion would seem to be a fairly straightforward method for ascertaining the direction of the economy, but more often than not it's not so simple.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

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