4s Planners
We, at 4S Planners, are Independent Financial Advisors. We are passionate about serving individuals, families & business owners to help them overcome their money stressors, make better financial decisions, and save more towards their financial goals. We believe in bringing discipline to their Financial Lives while balancing their today's wants and tomorrow's needs. We start our conversation with our clients by getting to know their needs, current financial status, their future financial goals like retirement, travel or loan closures etc. We prepare a financial roadmap for them which covers all aspects of personal finance. We cannot advise on investment exclusively without considering their debts or taxes. Hence we take a holistic approach toward their finances. We end up with suggestions on how to go about doing investments matching their risk profile and at the same time achieving their goals.
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Verified contacts
2
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LinkedIn employees
3
1 to 10 range
Open roles
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Distinct roles
2
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
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Top roles at 4s Planners
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- 1co-founder
- 1founder and chief financial planner
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