Hans R. Sharma, MBA, CFP
President, CEO

Certified Financial Planner, Investment Advisor Representative Notary public
Specialize in retirement income planning, building and preserving wealth. Create and manage investment portfolios utilizing exchange-traded funds(ETF's) on fee basis to avoid any conflict of interest
Phone: 610-828-8253 Email: HansSharmaCFP@gmail.com

Investment advisory services offered through Sharma Associates, Inc.
Securities offered through Resource Horizon Group, L.L.C., Member FINRA,SIPC
1350 Church Street Extension 3rd. Floor, Marrietta, GA Phone: 770-319-1970
Sharma Associates, Inc. and Resource Horizons Group, L.L.C. are not affiliated.

 


A Voice of Reason in Unreasonable Times

Sharma Associates, Inc. is a Investment Advisor Representative Company, provides Comprehensive Financial and Life Planning services. Specializes in retirement income planning, building and preserving wealth, without any conflict of interest.

  • Are you completely happy and comfortable with the financial advice you have been getting over the last few years?
  • Can you see the wisdom of at least seeking a second opinion at this time?
  • Would you like to sit with me to help you to figure this out, understanding that there is no cost or obligation to you?    Call or email me for appointment.

I create and manage investments portfolios based on your risk tolerance and time horozion, utilizing Exchande Traded Funds(ETFs) on fee basis to avoid and conflict of interest.

Exchange Traded Funds are an intriguing alternative to garden-variety mutual funds.  ETFs offer comparably lower costs, higher tax efficiency, better transparency and intra-day liquidity, instant diversification, trading flexibility, access to hard-to-reach markets, and administrative ease to name a few advantages.

Comprehensive Financial Life Planning services Include:

  1. Retirement Planning: Guaranteed income for life – Certainty of income is very important for peace of mind during retirement.
  2. Planning for College Education for children.
  3. Risk Protection Strategies with Insurance products.
  4. Income Tax Planning and other tax related services.
  5. Notary public service is also available through our office.

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: Arizona, California, Colorado, Delaware, Florida, Indiana, Maryland, Norrth Dakota, New Jersey, New York, Pennsylvania, 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.

 Vision . Mission . Values

Vision is the Head - Mission is the Heart - Values are the Soul

Vision: To bring comprehensive financial and life planning services.
Mission: To provide financial planning services without any conflict of interest.

Values: To achieve our mission and vision with Integrity. Fairness, Competence, Confidentiality and Professionalism.

 

The highest compliment we can receive from a client is the referral of a friend or a relative.


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