Services offered
Ashok Sanghavi is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Certified Life Underwriter (CLU®). A non-practicing Certified Public Accountant (CPA) with a Chartered Accountant background. Ashok holds over 30 years of experience in financial services; he brings deep expertise and a trusted voice to every client relationship, operating under Global Financial Group LLC.
Institutional-grade investment strategies, thoughtfully curated. Aligned with your long-term vision for growth, preservation, and legacy.
A disciplined transition from accumulation to income. Designed to sustain your lifestyle with clarity and confidence.
Proactive strategies that reduce tax exposure over time. Enhancing efficiency so more of your wealth stays with you.
Advanced planning to minimize or eliminate estate tax impact. Ensuring your wealth transfers seamlessly across generations.
Strategic structures designed to safeguard your assets. Protecting against risk while preserving long-term value.
Thoughtfully structured buy-sell and succession planning. Providing continuity, control, and long-term stability.
Reliable income solutions built for long-term security. Creating predictable cash flow throughout retirement.
Tailored benefit strategies that strengthen your organization. Helping attract, retain, and support top-tier talent.
Clear guidance on entity selection and design. Optimized for tax efficiency, protection, and scalable growth.
The short answer: someone who's legally required to act in your best interest and is sworn to the highest level of care..
That's why we've taken a fiduciary oath ensuring that your interests always come first.
We begin with relationships because trust is never assumed, it’s earned. Through thoughtful guidance and a client-first approach, we focus on what truly matters. In the end, success is not simply measured in numbers, but in the clarity, confidence, and security you carry into the future.
This will determine how much you keep, how would you retire, and how you leave your legacy.
Contact for no cost no obligation On how to save taxes and protect your wealth
