Sanjay Prasad, CFP®

Sanjay Prasad has been a CERTIFIED FINANCIAL PLANNER® practitioner for twenty years, but has been working in the financial services industry for over thirty years. Sanjay services clients all along the East Coast, including FL, GA, NJ, NY, NM, TX. Although the consultative services he offers are not limited to a single business sector, his practice is mainly focused in the healthcare industry. He assists healthcare institutions and individual practices to integrate business planning with their personal financial planning by employing unique and complex customizable strategies.

Business Planning
- Business evaluation and transition
- Comprehensive practice sales process

Retirement Planning
- Customized qualified combination plans
- Non-qualified deferred compensation plans

Wealth Planning
- Wealth Management Services
- Portfolio review with tax mitigation strategies

Risk Management
- Asset protection strategies
- Advanced life insurance solutions for high net-worth individuals
- Disability Income and Long-Term Care insurance

Estate Planning
- Generational wealth building and transfer
- Charitable giving using private foundations and charitable trusts

Tax Planning Strategies
- Minimizing taxable income
- Tax harvesting investment strategies
- Deferring capital gains on real estate sales
- Deferring capital gains on the sale of a business

Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters. Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. CRN202605-4425965