Transform your life, Health, and Wealth with Aseem Puri
Discover Expert Secrets and Proven Strategies for Financial Freedom
About
At FinanceIQ Academy,
we’re dedicated to empowering families with financial education and strategies for achieving independence and financial success.
With deep expertise and a passion for helping others succeed, Aseem Puri leads our team of financial professionals.
What we do
01
College Education Planning
Our expert team will work closely with you to create a specialized financial strategy to ensure your children’s college education without worrying about taxes and penalties if savings are used for non-education purposes.
02
Retirement Planning
Prepare for retirement confidently with tailored financial guidance that aligns perfectly with your long-term goals and current financial situation, shielding you from concerns about market fluctuations and tax complexities.
03
Life Insurance
Offer your loved one’s peace of mind and lasting financial security with our personalized life insurance solutions. Our comprehensive coverage ensures your family’s financial stability during life’s most challenging moments.
04
Estate Planning
Ensure that your legacy is meticulously managed in accordance with your desires, safeguarding your assets and reducing tax obligations for your beneficiaries.
Our Carriers
American Amicable
American Investment
North American
F&G
Americo
Nationwide
Allianz
Athene
Ready to Secure Your Financial Future?
Explore our range of tailored services and take the first step towards financial independence and success today!
“Over the past couple of years, I’ve worked with Aseem to assist with my children’s education and retirement planning. Although I had previously worked with a financial advisor, Aseem introduced me to several tax-saving strategies that I wasn’t aware of. He meticulously helped me draft a plan to monitor and address the gaps in my financial portfolio. What impressed me most was the strong relationship and trust we’ve built over the years. Aseem is a consummate professional, and I highly recommend him and his firm to anyone seeking financial guidance for themselves and their family..”
Raj D
Client
F.A.Q.
Find answers to commonly asked questions about our services and trading strategies
How can FinanceIQ Academy help me plan for my child’s college education?
At FinanceIQ Academy, we specialize in creating tailored financial strategies to ensure your children’s college education is secured without worrying about taxes and penalties if savings are used for non-education purposes. Our expert advisors work closely with you to maximize opportunities for your children’s academic success.
What services does FinanceIQ Academy offer for retirement planning?
We offer comprehensive retirement planning services designed to align with your long-term goals and current financial situation. Our services include personalized pension plans that provide guaranteed lifetime income, shielding you from concerns about market fluctuations and tax complexities, ensuring your financial security lasts a lifetime.
How does FinanceIQ Academy’s life insurance plan support my family?
Our life insurance plans are meticulously crafted to provide robust protection against unforeseen circumstances such as chronic, critical, and terminal illnesses, as well as loss. These plans minimize the burden of substantial out-of-pocket expenses, ensuring your family’s financial stability and well-being during life’s most challenging moments.
What is estate planning, and how can FinanceIQ Academy assist me with it?
Estate planning involves managing your legacy in accordance with your desires, safeguarding your assets, and reducing tax obligations for your beneficiaries. At FinanceIQ Academy, our expert team guides you through the intricacies of wills, trusts, and asset distribution strategies, providing the clarity and peace of mind you need to ensure your wishes are honored and your loved ones are well-supported for generations to come.