Hans R. Sharma, MBA, CFP
President, Registered Investment Advisor
Phone: 610-828-8253 Email: hans@sharmah.com

Investment advisory services offered through Sharma Associates, Inc.
Securities offered through Resource Horizon Group, L.L.C., Member FINRA,SIPC
1350 Church Street Ext. NE3rd. Floor, Marrietta, GA Phone: 770-319-1970
Sharma Associates, Inc. and Resource Horizons Group, L.L.C. are not affiliated.

 


Sharma Associates, Inc. is a Registered Investment Advisory Company. Hans R. Sharma, the President, a Certified Financial Planner, Registered Investment Advisor provides comprehensive financial planning services without any conflict of interest.

 I specialize in retirement income planning and risk management strategies to make certain of income during retirement.
Certainty of income is very important for peace of mind.

I create and manage customized investment portfolios in an non discretionary accounts on fee basis utilizing Charles Schwab & Co.,Inc. as a custodian of investment portfolio

Listing of comprehensive financial planning services available through Sharma Associates, Inc.

1. Your own confidential comprehensive Financial Plan.
2. Investment Planning and Portfolio Management on fee basis
3. Retirement Income Planning and management for guaranteed income for life
4. Long Term Care Insurance when we may not be able to care for our self
5. Life insurance for Estate Planning purpose
6. Saving and Planning for College education for children and grandchildren
7.Tax-Wise Wealth Preservation Strategies


HANS R. SHARMA, MBA, CFP is licensed in Series 7, 24 and registered in CALIFORNIA, INDIANA, MARYLAND, NEW JERSEY, NEW YORK, NORTH DAKOTA, PENSYLVANIA, 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

 Vision . Mission . Values

If vision is the head and mission is the heart, values are the souls.

Vision: To bring comprehensive financial planning services without any conflict of interest.
Mission: To provide Tax-Wise Investment Strategies, Estate and Financial Planning services. 
Values: To achieve our mission and realize our vision. We live by our values:

•INTEGRITY  •FAIRNESS   •CONFIDENTIALITY
•COMPETENCE  •RESPECT FOR PEOPLE


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