"If you don't know where you're going, chances are you will end up somewhere else". Not Having a Plan is a Costly Mistake. Know where you are going!"
Mehul Mistry is a CERTIFIED FINANCIAL PLANNER ™ and has been in the financial services industries for more than 20 years. He joined Secure Planning Strategies in 1999.
Mehul is dedicated to the success of our clients and our firm, and values the importance of building long-term relationships in helping clients reach their financial goals. Mehul’s areas of expertise include:
- Comprehensive Wealth Management Planning: Working together to develop a comprehensive financial plan that encompasses short and long-term planning rather than focusing on individual products to meet a singular need.
- Families with Special Needs Children: Providing valuable insights in helping to create the unique estate and financial plans that these families require.
- Multi-generational Planning:Working with the second and third generation of current clients can help make sure younger family members start and practice the same principals of sound financial planning to build & strengthen their own financial foundation. These principals include adhering to sound cash flow management, systematic savings, proper risk management tools, as well as tying everything together with proper estate planning documents.
Board member: On My Own of MI, a non-profit entity helping adults with disabilities gain independence
Member: Autism Society of America
Member: Financial Planning Association
Mehul enjoys the outdoors, traveling, and Michigan football.