Insight. Honesty. Support.

Helping People Make Smart Financial Decisions Since 2002

Turning Dreams into Reality

Wherever you are in life, you want to make the most of it—to capitalize on opportunities, protect the people you love, and make a difference in the world—and strategic financial decisions help you do that. That’s why at the office of Sharad Rao, our mission is to provide insightful guidance that helps you turn your dreams into the best decisions ever made. We help clients by listening to their concerns and learning about their goals so we can offer honest advice about their financial strategies. Then we provide reliable support to guide them throughout life. 

We want you to have complete confidence in your decisions, so we listen to learn and speak to teach. We help you identify what’s most important to you, and we constantly research financial strategies so we can share our knowledge with you. Then we help you build a sound financial portfolio, protect it from risk, and establish guarantees for your retirement. Whether you have a specific need or want help building a secure financial future, we’re here to help.

Consistent

We continually monitor your financial situation so we can bring timely updates to your attention, fill in any gaps, and fine-tune your approach. Our goal is to make it simple for you to stay on track for your goals and be proactive about your future.

Reliable

Whether you have a question about your policies or need help changing a flat tire, we’re here for you. We build lifelong relationships that never stop growing, and we pour into our clients’ lives whenever we can—even if it has nothing to do with finance.

Transparent

When we help you establish a policy or other strategy, we make sure you understand the details—we review its purpose with you, answer questions you have, and ask how you feel about everything. Our goal is to empower you with ample knowledge so you can be confident making smart financial decisions.

Doing What’s Right, Always

It’s incredibly important to us to maintain quality, long-term relationships with our clients. That’s why we’re 100 percent committed to transparency and integrity. In our practice, we might not do “whatever it takes,” but we’ll always do what’s right—for you, your family, and everyone’s future. Our relationship with you as a client is incredibly valuable to us, and that’s not something we’re willing to sacrifice for any amount of money.