Ankit Palan

About Ankit Palan

Do you ever feel like more and more of your income goes to taxes every year? Unfortunately, taxes are expected to increase, whether or not your income goes up with it.Apart from Standard Deductions, there are other ways to reduce your taxes and keep more of your income without spending extra time. And here’s how you do that:We use a Smart-OPT™ Strategy that can seek to reduce your taxes.plus aim to:• Improve your Retirement & Non-Retirement Savings• Free up time for you to focus on Family, Friends, and Leisure• Provide clarity and control in your Financial PlanningI’ve introduced this very strategy to Directors, Executives and Business Owners in the IT industry and am ready to do the same for you.If you are ready to reduce taxes or get more out of your savings, click on my calendar below (in the Featured Section) to schedule a time so we can chat. I’m not on LinkedIn to make connections, I’m here to build relationships.

Experience

1. Financial Advisor

   Cross Financial Management

   Aug 2017 — Present · Beaverton, OR, US

   Cross Financial Management is a full-service financial consulting and retirement planning firm that seeks to helping our clients build wealth and protect their hard-earned assets. Our Mission is to create the ideal quality of life that our clients deserve, through personalized planning and management. We strive to provide confidence and clarity for our clients so that they can focus on the parts of life that they want to spend time on. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See contact info’ above. Investment Advice offered through Cross Financial Advisors, a registered investment advisor. Cross Financial Advisors and Cross Financial Management are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Education

• University of Oregon Lundquist College of Business

  Bachelor's degree, Finance, Economics

  2011 — 2015

Skills

• Money Management
• Powerpoint
• Leadership
• Presentations
• Number Crunching
• Management
• Team Leadership
• Critical Thinking
• Relationship Building
• Finance
• Customer Service
• Public Speaking
• Data Analysis