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.
He is a Member and Educator in the National Retirement Foundation and a Registered Investment Advisor Representative with Honor, Townsend & Kent (HTK).
Ashok's planning practice spans retirement planning, strategic income tax planning, estate planning, Roth conversion strategies, asset protection, business succession planning, and comprehensive wealth management helping individuals and families build, protect, and preserve their financial legacy.
He has resided in Elkhart, Indiana with his wonderful wife and children for the past 38 years. In his professional life, he has dedicated 30+ years to helping family, friends, and clients achieve their own Financial Peace of Mind.
He strives every day to offer financial strategies that work for every person seeking advice. He’s a professional with the experience and skill to help you keep and increase your assets. Eliminate your debt and find the best financial tax benefits for your needs.
He always says His goal is to provide you with the successful creation, cultivation, preservation, and distribution of your wealth. Please spend a few minutes reading my Financial Principles for building a great financial future, then give a call at 866-800-4771.