Dhillon's mission as a Certified Financial Planner is to empower you to live your dream life, using your money. Whether you’re in the wealth building phase of life, nearing retirement, or well into retirement, Dhillon has a financial planning process specifically geared to your situation.
CLICK HERE to view Dhillon's Products and Services Guide for his practice.
Below are key areas in which he helps his clients:
- Preparing for and Navigating Retirement (Social Security, Medicare, RMDs, Roth Conversions, etc.)
- Optimizing Investments that Suit Your Life
- Reducing Income Tax Liability
- Reducing Capital Gains from a Business Sale, Property Sale, Etc.
- Maximizing Employee Benefits
- Navigating the Purchase and/or Sale of Real Estate (Including 1031 Exchanges)
- Protecting Net Worth and Income Through Risk Management
- Protecting Beneficiaries and Estates Through Estate Planning
Dhillon has over 10 years of experience in the financial services industry, has a Bachelor of Science in Finance from California State University Long Beach and went to high school in Los Alamitos, CA. He obtained his CFP® designation in 2021.
In his free time, Dhillon frequently participates in several traditional and action sports and plays a variety of musical instruments. He works remotely with clients across the United States while residing in League City, Texas with his wife and son.