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

Blog

Insights & Analysis

College Education Planning
Navigating College Education Planning: Securing Your Child’s Future
Retirement Planning
Retirement Planning
Retirement Planning: Building A Secure And Comfortable Future
Life insurance
Life Insurance
Life Insurance: Protecting Your Family’s Future
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

Ready to Secure Your Financial Future?

Don’t wait any longer to achieve financial independence – get started today and let us guide you towards success.
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