Sharma Associates, Inc

Sharma Associates, Inc Sharma Associates, Inc Sharma Associates, Inc

Sharma Associates, Inc

Sharma Associates, Inc Sharma Associates, Inc Sharma Associates, Inc
  • Home
  • Young Professionals
  • Contact Us
  • Forms
  • A Voice of Reason
  • Disclosure
  • HHCF
  • More
    • Home
    • Young Professionals
    • Contact Us
    • Forms
    • A Voice of Reason
    • Disclosure
    • HHCF
  • Home
  • Young Professionals
  • Contact Us
  • Forms
  • A Voice of Reason
  • Disclosure
  • HHCF

Hans R. Sharma, MBA, CFP

Sharma Associates, Inc

President and CEO

  An independent, Financial Adviser, Certified Financial Planner (CFP),  Registered Investment Adviser (RIA), Specializes in Retirement Income Planning, Socially Responsible Investing, Rotarian and Notary Public.  Simplify Complex Financial Concepts with rules of thumb approach.   

Wealth and Financial Life Planning and Management Services Since 1997

Helps Individual and families to manage their wealth without any conflict of interest.  Specializes in Retirement Income Planning for Certainty of Income During  Retirement, that is very important for peace of mind. 

Download financial planning forms!

Where are your Assets

Where are your Assets

Where are your Assets

Retirement Goals

Where are your Assets

Where are your Assets

Calculate Net Worth

Where are your Assets

Calculate Net Worth

Where Are Your Assets (doc)

Download

Retirement Goals (doc)

Download

Calculate Net Worth (doc)

Download

Planning and Managing Cash Flow

Planning and Managing Cash Flow

Planning and Managing Cash Flow

Planning Household Budget

Planning and Managing Cash Flow

Planning and Managing Cash Flow

Planning Retirement Savings

Planning and Managing Cash Flow

Planning Retirement Savings

Planning and Managing Cash Flow (doc)

Download

Planning Household Budget (doc)

Download

Planning Retirement Saving (docx)

Download

 Investment advisory services offered through Sharma Associates, Inc.  Securities offered through Innovation Partners LLC. Member FINRA, SIPC  5950 Fairview Road, Suite 140, Charlotte, NC 28210 Phone: 704-708-5461Sharma Associates, Inc. and Innovation Partners LLC. are not affiliated. 


http://www.finra.org


https://www.sipc.org


Hans R. Sharma, MBA, CFP is licensed in: General Securities license Series 7. General Securities Principal license Series 24 in the following states in USA: California, Colorado, Delaware, Florida, Indiana, Maryland, North Dakota, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia and Washington. 

Our Website is to be used as a general information source, and not intended to provide any financial planning advice in any specific matter. This is also not intended as promotion to people where we are not registered

 On Personal Note: I came to the United States in 1982 from a remote village in the foothills of the Himalayan Mountain region in India. I work full time as a business owner while also supporting a not-for-profit English language high school in the remote village  in the foot hills of Himalayan mountain region in India, where I was born and raise. I created Himalayan Hope Charitable Foundation to provide high quality education especially to girls. 

Please take a few minutes to visit the website:  www.TheHimalayanHope.Org    and School website:  www.Gayatri PublicSchool.org  

As we all know talent and intelligence is equally distributed but opportunity is not. Gayatri Public School provides an equal opportunity for a quality education to all in this remote village. Young mind is a terrible thing to waste and a wonderful thing to invest in. If you like what you see, then please share and support. Copyright © 2018 Sharma Associates, Inc - All Rights Reserved.


Powered by GoDaddy Website Builder