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Investment Planning

Investment Planning

We work with you and your family to explore an investment portfolio that takes into consideration your goals, time horizon, and risk tolerance.

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Retirement Planning

Retirement Planning

What money are you prepared to spend first in retirement? A strategy based on your income sources may help you decide. The good news is you won't have to do it alone.

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Tax Planning

Tax Planning

With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

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Foreign Reporting

Foreign Reporting

The Guru Tax & Financial Services specializes in reporting assets owned and sold in a foreign country by US citizens and permanent residents in their US tax returns.

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Planning

Dr. Satya Mitra offers tailored tax and financial services along with investment management solutions to help you achieve your unique financial goals.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."