Families : Annamalai Palani & Annaamalaii Palani Jr. | Fremont, CA


Financial peace of mind comes to each person in a different way. Whether you’re coming to us with a specific need in mind, or you need help determining your next steps, we’re here to guide you through the process. Each person and family we work with has a unique set of values, needs, and goals for their financial future. Annamalai Palani and Annaamalaii Palani Jr. are committed to helping their clients discover the best strategies and resources to support your big-picture goals. We’ll get to know you and your family and help you determine the best way to enjoy your life now as you prepare for a sound future. From there, we’ll make sure you’re equipped with the exact tools you need for financial clarity and confidence.

Our team will work with you to evaluate your goals, risk tolerance, and needs to help you identify ways to optimize your financial opportunities and ensure your wealth is protected. We offer customized services and cutting-edge products to help families maximize the return for their hard work, protect your assets and your loved ones, and grow in each stage of life. As your life changes and evolves, we’ll be here to make sure you’re always armed with the necessary tools for financial strength and protection. Whatever you need for a sound financial future, however your family grows—we have you covered.

Some of our services for individuals and families are detailed below.

  • Asset Protection
  • Estate Planning
  • Charitable Planning
  • Disability and Extended Care Needs
  • Retirement Planning
  • Education Planning
  • Debt Management
  • 401(k) and IRA Rollovers

We do not provide tax advice. Please consult with your own advisors for tax advice.