Amit Gandhi

Book a call with me:

1-on-1 Initial Financial Planning Consultation

Schedule your 1-on-1 Comprehensive Financial Planning (30 minutes) by Phone, Zoom Call, or in Person. Let me help you alleviate your concerns about fi... Read more

45 minutes

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Advisory Services - Debt Management/ Planning (Debt Eliminator/H.E.A.P.lan)

Debt is not always bad, in fact when leveraged properly it can work in your favor from many aspects. Book a time with me for an in-person consultation... Read more

1 hour

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Initial Discovery Call: Life Insurance Planning

Life InsuranceMost people do not like purchasing life insurance, but life insurance is the primary foundation of any financial planning strategy; that... Read more

45 minutes

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Mortgage Services: Getting Pre-Approved

In this 45-minute session, Amit Gandhi will provide undivided attention to answer your questions about financing a new home, whether you are a first-t... Read more

45 minutes

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Initial Discovery Call: Investment Risk Management

Referenced Booking: Stock Market Crash Chart PublicationThank you for reading my publication on my website. You can schedule an appointment here to di... Read more

45 minutes

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Partner Meeting/Collaboration (30 Minutes)

Booking for Wholesale / Correspondent AE's Business Development - IMO's Realtors/Agents, Financial Advisors, CPA's, Attorneys, Insurance Agents.

30 minutes

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Initial Discovery Call: Retirement Planning Diversification FIA's

Referenced Booking: Diversification of Retirement Portfolio to Mitigate Risk Exposure through FIA's.Thank you for reading my publication on my website... Read more

45 minutes

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Initial Discovery Call: How to use an LLC inside an IRA to Control your Asset

Referenced Booking: How to use an LLC inside an IRA to Control your Assets from the GraveThank you for reading my publication on my website.You can sc... Read more

45 minutes

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Initial Discovery Call: Request your Personal Risk Capacity and Risk Tolerance Score

Referenced Booking: Do You Know Your Investment Risk Capacity?Thank you for reading my publication on my website. You can schedule an appointment here... Read more

45 minutes

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Initial Discovery Call: Navigating Life Insurance (Anxiety & Depression)

Referenced Booking: Navigating Life Insurance When Anxiety and Depression Knock at Your DoorMost people do not like purchasing life insurance, but lif... Read more

45 minutes

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Initial Discovery Call: Life Insurance Planning (Motorcyclist)

Life InsuranceMost people do not like purchasing life insurance, but it is the primary foundation of any financial planning strategy. That is why we t... Read more

45 minutes

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2024 Annual Enrollment Period - Health Insurance

2024 Health Insurance Plans are now available for Annual Open Enrollment November 1, 2023, through Jan 15, 2024Must be signed up before December 15th,... Read more

45 minutes

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Initial Discovery Call: Life Insurance & Pre-Existing Conditions

Life InsuranceMost people do not like purchasing life insurance, but life insurance is the primary foundation of any financial planning strategy; that... Read more

45 minutes

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ACA Health Insurance - Annual Open Enrollment Period PY2025

This booking portal is only available through the 2025 Annual Enrollment Period November 1, 2024 through January 15, 2025—————————�... Read more

45 minutes

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1-on-1 Long Term Care Planning Consultation

Schedule your 1-on-1 Comprehensive Financial Planning (30 minutes) by Phone, Zoom Call, or in Person. Let me help you alleviate your concerns about fi... Read more

45 minutes

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ACA Health Insurance - Annual Open Enrollment Period PY2026

This booking portal is only available for the 2026 Annual Enrollment Period (AEP) from November 1, 2025, through January 15, 2026———————... Read more

45 minutes

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