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Welcome to a Tranquil Path Towards Your Financial Goals
More Insights.
Less Stress.
Discover the difference in the pressure-free and thoughtful approach at Tranquil Advisors.

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WHY CHOOSE US

Mindful Financial Planning & Investment Management
You know your business and we know ours. Let’s partner to create a financial outlook for your business and yourself that aligns your wants, needs, and goals.

Financial Planning
You know what they say about “best laid plans”? That’s why more than plan, we prepare, with strategy backed by extensive experience.

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Corporate 401(k) Consultation
Planning that looks at both sides of the equation so that you and your employees are both carefully considered.

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SIMPLIFYING THE COMPLEX

A Holistic Understanding
We have first-hand experience dealing with the complex challenges that executives, business professionals and medical leaders face. As a professional with your own area of expertise, you can probably appreciate first-hand the benefits of having a focused level of experience.


WORKING TOGETHER

Professionals That We Serve
Tranquil Advisors enjoys unraveling the complexities that our clients present from their highly specialized points of view.

Executives & Owners
Your business is our business.

Medical Leaders
Planning for self and staff.

Retirees
Preparation and ongoing guidance.

Self Employed
Knowing your options.

A TRANQUIL FINANCIAL JOURNEY

Solutions
Financial Planning
Perspective is everything. Listening to yours is our first step.

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Structured Investments
Portfolio diversity, risk-tolerance, and market forecasts are all factored into this lesser-known strategy.

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Corporate Retirement Consultation
A strategic approach offers insight and monitoring of 401(k) plans with both the planner and participant in mind.

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Wealth Management
Not all wealth plans are created equally. Our focus is on you, not on products.

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Risk Management
Defining where you are will direct where your financial journey will go.

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Self-Employed Retirement Consultation
We start with walking you through your options. And yes, you do have them.

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EXPERIENCED GUIDANCE

Meet Raj
With more than thirty years of experience as a financial advisor, Raj brings a broad understanding of client needs both individually and at the executive level. He’s dedicated to working with professional individuals to create planning partnerships that aim to foster growth.

You deserve a tranquil planning experience. One that is mindful of your time and needs. At Tranquil Advisors, our only agenda is yours.

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OUR APPROACH
The Tranquil Experience
Simplifying the complex is our motive in both our planning and process.

 

Discovery Meeting
Our journey begins.

 

Implement Structure
A house is only as strong as it's foundation.

 

Monitor Plans
Being proactive is the key to preparation.

 

Regular Check-Ins
Our corespondence is on your terms.