Nikki kardar a certified farmer insurance agent
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¬Farmer financial advisors enable you to plan for a range of investment and savings options in Corona, CA to suit your ‘risk appetite’.Financial advisors provide a broad range of funding options to plan financial goals and objectives.

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Nikki kardar a certified farmer insurance agent

Nikki Kardar – A Certified Farmer Insurance Agent

A financial advisor you can trust, a financial planner for investment hike!


About nikki kardar

About Nikki Kardar

  • Nikki Kardar is a certified Farmers agent, providing a diverse range of insurance and financial services in Corona, CA and surrounding areas like Yorba Linda and Chino Hills.

  • She completed her training from the University of Farmers to acquire a comprehensive knowledge of finance and insurance industry.

  • She is an excellent tax planner, providing simple yet effective tax saving option to meet one’s financial goals.

  • She is an experienced financial advisor specialized in investment management, income tax preparation and estate planning.


Introduction

Introduction

  • Financial advisors offer you to design an integrated approach for monitoring all aspects of a financial situation:

  • Insurance & Risk Management.

  • Investment Planning.

  • Tax Planning.

  • Retirement Planning.

  • Employee Benefits.

  • Estate Planning.

­Farmer financial advisors enable you to plan for a range of investment and savings options in Corona, CA to suit your ‘risk appetite’.

Financial advisors provide a broad range of funding options to plan financial goals and objectives.


Financial advisor benefit financial planning to achieve your financial goals

Financial Advisor Benefit – Financial Planning To Achieve Your Financial Goals

  • Retirement Planning: To develop a comprehensive retirement roadmap and choose rollover options for an individual.

  • Cash Flow Analysis: To create a statement that shows the inflows and outflows of a business income coming from operating, financing, and investing activities.

  • Tax Planning: To plan an investment that allows you to save for your retirement and reduces taxes to maximize your savings.

  • Risk Management: To get right protection for your needs and proper coverage for your belongings from various fortuitous events or mishappening.

  • Estate Planning: To design a plan in advance and naming it to the one whom you want to receive the things after you.


Financial advisor benefit tax saving

Financial Advisor Benefit – Tax Saving

To all aspects of your financial life, financial advisors in Corona, CA pay attention about maximizing your savings on tax by:

  • Restructuring your investment portfolio.

  • Claiming appropriate deductions.

  • Identifying all the deductions that apply to your small business.

  • Amending prior-year tax returns.

  • Adjusting quarterly estimated tax payments.

  • Accurate tracking of the tax status of employee stock grants and option.


Contact us

Contact Us

It's not only how much money you make, but also how much money you save!

Visit our website: http://nikkikardarinsurance.com/

For more information, drop an email at [email protected]

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