Questions?   Email me at: SMehta@PrepareYourLegacy.com

Simi Mehta

 
Simi is an LREIA who helps her sphere of influence to invest wisely and protect them from the loops of the broken system out there. Some investors know that the system is broken out there but many do not. In return a lot of investors sit on their wealth doing nothing or sometimes just the bare minimum without realizing the value of money worth and wealth as Richard says.

Before starting her financial career, Simi worked for 30 years as an importer and wholesaler of ladies clothing. After a successful career helping boutiques and major chains in the fashion industry, Simi now coaches & advises them on how to invest wisely and profitably.

She understands that her clients are the most important part of her firm and that personalized service is essential when matching clients with the right financial products and services. Whether your current goals involve purchasing a first home, financing a child’s college education or planning for retirement, She wants to help you make the best decisions with your money.

Outside of finance, Simi enjoys socializing, hiking, music and spiritual practices.

Simi is available for your wealth advisory and private consultations.

Working together, we will create a plan to meet your financial goals.” – Simi

My Legacy Book

Learn the 6 steps to design your financial future. This is literally the playbook, the map, the step-by-step guide for you to design your financial future.Wherever you stand today and whatever aspirations you have and want to leave, YOUR LEGACY can be designed and perpetuated by you reading MY LEGACY, the book.Love life today by receiving My Legacy FREE!

My Legacy Book Download – FREE


What Could Go Wrong

It’s important to be ready for any hardships life may throw your way. Learn the events that can go wrong for real estate investors and what you can do to prepare for, mitigate or eliminate them. Get equipped with the understanding you need to embrace and await adversity so you are prepared to equip others.

What Can Go Wrong

Find out how by Downloading this Free Whitepaper

Book a FREE Consultation With Simi Mehta