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Experienced Financial & Retirement Guidance

Our Financial GPS successfully tracks the gaps in your Retirement and Healthcare Journey. We cannot control the winds of Retirement but we can always adjust your sails!

Welcome!

 

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Personalized Insurance Plans for Every Need

We recognize that your needs and situation are unique. We spend the time to get to know you to make sure that you get coverage and support that fits your lifestyle. 

Retirement Income Planning

We help ensure your retirement income is guaranteed to live as long you do. Fixed and fixed index annuities can offer benefits for retirement including guaranteed retirement income, protection from market downturns, the potential to earn credited interest and more. We work with some of the highest-rated insurers in the industry to ensure that you have reliable and competitive products to meet your needs.

 

 

Life Insurance

Life insurance can protect your family and provide powerful living benefits for retirement. Life insurance is often considered for protection of young families, but it can be just as valuable in creating a tax-advantaged retirement strategy, assuring transfer of wealth to future generations, or protecting and strengthening a small business. We work with highly-rated insurers offering a range of products that includes Fixed Indexed Universal Life, Term Life, Universal Life, and more.

Long Term Care

With annual costs of nursing home care running to potentially tens of thousands of dollars per year, you may be considering long-term care insurance. We provide access to competitive long-term care insurance policies through many of the industry's leading providers.

 

 

 

 

 

 

Medicare Supplement

A Medicare Supplement (Medigap) insurance, sold by private companies, can help pay some of the health care costs that Original Medicare doesn't cover, like copayments, coinsurance, and deductibles.

 

 

 

 

Medicare Part D

Medicare Part D is the federal government's prescription drug program that covers both brand-name and generic prescription drugs at participating pharmacies in your area.

 

 

 

 

 

Social Security Benefits

Social Security is an important aspect of most people’s retirement income picture, but if you don’t have a claiming strategy, you could miss out on tens of thousands or more in lifetime benefits. As a service, we offer a no-cost Social Security Analysis using our powerful software to help you figure out the best time to claim in order to receive the highest possible benefit.

COMPARE YOUR
MEDICARE & DENTAL PLAN COSTS

Our team of insurance specialists has helped hundreds of people with their insurance options. Now we're here to help you. 

What Our Customers Are Saying

Hear from customers just like you:

 

Going through Medicare sign up process with multiple phone solicitations and various media advertisements can be overwhelming, confusing and time consuming. Vikram led me step-by-step to make informed decision for my Medicare coverage. Vikram with his expertise did an excellent job explaining all the options available to me. He informed me about different plans, prices and coverages in detail. With his guidance, I was able to choose the best plan based on my needs. Vikram is very personable, knowledgeable, and trustworthy and has high standards and integrity. I felt very confident that I made right selection for my coverage by recruiting his help. I highly recommend Vikram for his services, his availability to address all concerns/questions and his insight through the whole process from selection to enrollment for Medicare.Going through Medicare sign up process with multiple phone solicitations and various media advertisements can be overwhelming, confusing and time consuming. Vikram led me step-by-step to make informed decision for my Medicare coverage. Vikram with his expertise did an excellent job explaining all the options available to me. He informed me about different plans, prices and coverages in detail. With his guidance, I was able to choose the best plan based on my needs. Vikram is very personable, knowledgeable, and trustworthy and has high standards and integrity. I felt very confident that I made right selection for my coverage by recruiting his help. I highly recommend Vikram for his services, his availability to address all concerns/questions and his insight through the whole process from selection to enrollment for Medicare.



Zahir M.

Given that this is an area that I did not have a lot of knowledge of nor understanding - Vikram made me feel very comfortable making a change to my Life Insurance Policy and IRA's. He is very thorough in his presentation and knowledge of these programs and what the future outlook would look like based on his recommendation of financial programs. He is very personable and professional expert and I would highly recommend working with Vikram.Given that this is an area that I did not have a lot of knowledge of nor understanding - Vikram made me feel very comfortable making a change to my Life Insurance Policy and IRA's. He is very thorough in his presentation and knowledge of these programs and what the future outlook would look like based on his recommendation of financial programs. He is very personable and professional expert and I would highly recommend working with Vikram.



Kim E.

I met Vik several years ago in an entrepreneurial training course. Vik was always well organized and personable. He was always offering his support to classmates to help with their success. Knowing Vik's capabilities and personality, I highly recommend him as a financial services consultant. I am confident that he will make his clients successful by looking at the financial trends and staying in constant contact with his clients.I met Vik several years ago in an entrepreneurial training course. Vik was always well organized and personable. He was always offering his support to classmates to help with their success. Knowing Vik's capabilities and personality, I highly recommend him as a financial services consultant. I am confident that he will make his clients successful by looking at the financial trends and staying in constant contact with his clients.



Richard L.

Vikram is down to earth, is eager to share ideas and information with others and has a high degree of honesty and intergrity. He puts his clients interests before his own and he does all the "right things" to gain their confidence as a trusted advisor.Vikram is down to earth, is eager to share ideas and information with others and has a high degree of honesty and intergrity. He puts his clients interests before his own and he does all the "right things" to gain their confidence as a trusted advisor.



Leo C.

I've had the pleasure of knowning Vik for many years, both while he was at New York Life and now as a Financial Architect at Q Financial. Vik is one of the most personable and knowledgeable people I know when it comes to working with both businesses and individuals with an eye to their future financial security.I've had the pleasure of knowning Vik for many years, both while he was at New York Life and now as a Financial Architect at Q Financial. Vik is one of the most personable and knowledgeable people I know when it comes to working with both businesses and individuals with an eye to their future financial security.



Jeffrey B.

Vikram is very personable, knowledgeable, and trustworthy. He has high standards for integrity and values business relationships greatly. We have known each other for many years. His colleagues become his friends.Vikram is very personable, knowledgeable, and trustworthy. He has high standards for integrity and values business relationships greatly. We have known each other for many years. His colleagues become his friends.



Catherine B.

I had the pleasure of meeting Vikram while at Bose. Although we have not worked together professionally, I have observed his creative and extremely capable management of numerous community and familial obligations. He is an extremely well connected and respected member of his community both here and in India. I have also observed first hand how engaging he is both in a business and community setting. He is clearly viewed as a 'go to' entrepreneur with a unique ability to thrive equally well in both the US and the Indian commercial mainstream. I hope you have the pleasure to work with him.I had the pleasure of meeting Vikram while at Bose. Although we have not worked together professionally, I have observed his creative and extremely capable management of numerous community and familial obligations. He is an extremely well connected and respected member of his community both here and in India. I have also observed first hand how engaging he is both in a business and community setting. He is clearly viewed as a 'go to' entrepreneur with a unique ability to thrive equally well in both the US and the Indian commercial mainstream. I hope you have the pleasure to work with him.



Susan Z.

Vikram is a very hard working and dedicated individual. He worked for me briefly, and performed very well. My colleagues who he worked for directly liked him very much and appreciated his work ethics and readiness/ability to take on additional work, even though he was unfamiliar with the area/subject. I would recommend Vikram for any finance related position..



Ashok K.

ABOUT UDESHI FINANCIAL

Your Trusted Financial Professionals:

Udeshi Financial is a leader in retirement and income planning. We incorporate the latest products and strategies to help our clients not only dream about, but actually realize their dreams of a secure lifestyle in retirement.

 

Our clients come to us for a variety of reasons:

 

  1. They are paralyzed at the thought of outliving their money in retirement.
  2. Frustrated at the thought of paying unnecessary taxes on money they are not currently using.
  3. Have gotten on the Wall Street Roller Coaster and don't know how to set themselves free from the shackles of Wall Street, spending every waking moment worrying about their finances.

At Udeshi Financial we invest the time to truly understand you and your concerns, so we can design and implement a financial roadmap for you to travel on and act as your financial GPS along the way.

 

As they say, "Life Happens!" Secure and protect your life's blueprint with our Financial GPS. We're experienced Financial Architects dedicated to helping Individuals, families, and small business owners crystallize their focus on their financial objectives, and develop a road map to help them enhance their lifestyles in retirement.

 

We can also help create adequate funding for children's education and help protect assets from taxes and probate should long term or critical care become necessary. We are certified Long Term Care professionals who help ensure adequate funding is available for critical care without erosion of personal retirement funds and while protecting income. Our goal is to help our clients protect their hopes and dreams, maximize their financial and personal goals, and ensure that they do not outlive their money.

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WANT TO KNOW MORE?

Confused about or new to Medicare?

NAVIGATE THE MEDICARE MAZE WITH A MEDICARE OPTIONS SPECIALIST AT UDESHI FINANCIAL YOUR ONE STOP SHOP FOR ALL THINGS MEDICARE.

NAVIGATE THIS COMPLEX MAZE TOGETHER WITH US TO EXPLORE AND CHOOSE FROM THE MYRIAD OF PLANS AVAILABLE IN YOUR AREA AND OPTIMIZE YOUR SELECTION INTO THE RIGHT PLAN FOR YOU TO MEET ALL YOUR HEALTHCARE NEEDS.

 

EACH INDIVIVIDUAL IS UNIQUE AS ARE THE VARIOUS PLANS SO COLLABORATING WITH AN EXPERIENCED PROFESSIONAL IS PARAMOUNT TO ENSURING THAT YOU ENROLL IN THE RIGHT PLAN FOR YOU!

 

SAVE YOURSELVES A BOATLOAD OF MONEY, TIME AND AGGRAVATION BY CONSULTING WITH A MEDICARE SPECIALIST AT UDESHI FINANCIAL WHO HAS BEEN IN THE MEDICARE SPACE FOR TWO DECADES! OUR EXPERTISE WILL GUARANTEE YOU PEACE OF MIND!

 

CALL, EMAIL OR TEXT US @
508-656-0701 OFFICE
VIKRAM@UDESHIFINANCIAL.COM
508-904-2624 TEXT ONLY

(508) 452-6149 MEDICARE CLIENTS ONLY

 

TEXT OR EMAIL TODAY! YOU WILL BE GLAD YOU DID.

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