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Krishna Wealth Planningkrishnawealth.com · Low evidenceKrishna Wealth Planning LLC is a registered investment adviser offering integrated financial planning and ongoing financial planning, plus custom portfolio design and investment management, for clients in Texas and other exempt jurisdictions. Its programs provide 24/7 secure online access to your plan, unlimited advisor access via phone, email and web meetings, and estate planning services where available, with flexible membership options and no long-term contracts. Led by Neil Krishnaswamy, CFP, the firm emphasizes a robust planning process and disciplined investing to align with clients' risk tolerance and goals while optimizing taxes.
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