FAQs

We offer a wide range of financial services, and our portfolio continues to grow. Our services include planning for: survivor protection, wealth protection, mortgage protection, supplemental life-time retirement income, college education funding, disability and long- term care, estate planning and so on..
Additionally, if you feel you are well along you financial stability and you already have financial products specifically insurance and annuities, we would love to take a second look and explain you features available with your plan and what’s not available as well. So, you can make an educated decision what to do next.

Our unique systematic approach is based on your needs. We are here to educate you first on key financial concepts, then we will walk you through creating your short term, long term, retirement, protection, diversification, college education goals that satisfy your needs. After that, we get to work for you creating your customized plan addressing your goals. If you like our proposals, we will help you get started working on your goals!
That is not all, we will meet with you at least annually to see how things are going and if we need to make any course corrections to stay on plan with changing needs.

Our primary focus is primarily making sure your financial life is healthy and you are prepared for the uncertainties of life. Our service to you is all free of charge.

Being independent financial services provider, we work with many product providers. If the solution we proposed fits you and you decide to obtain them, the product providers pay us a commission. That’s how we make money. It is a win-win for both of us- so we have your best interest on mind.

Good question! The word Anant comes from ancient Sanskrit language and has several contextual meanings. One of that meaning is endless or abundance or infinity. We thought that wealth is in abundance and everyone deserves it. The value of abundance changes from person to person, for example, if you have certain amount of income coming in for your entire life, would you not retire to your dream destination? Exactly! And we are here to help you plan your definition of that abundance wealth. So, we figured Anant Wealth is apt for what we stand for.

As we focus on building the solid foundation for your financial stability, we offer products such as; Life Insurance policies like term life or cash value permanent life policies such as whole life and adjustable indexed universal life, annuities, long term care or disability insurance, estate planning, business insurance for buy-sell agreements, special needs insurance and the portfolio is growing.