Bir Inder Behl
Financial Advisor & Owner @Focused Insurance & Financial
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WORK HISTORY
Financial Advisor & Owner @Focused Insurance & Financial
CA
WHAT I DO:I specialize in offering comprehensive tax planning solutions to clients who have accumulated substantial retained earnings within their corporations, often unaware of the potential risks they entail. Leveraging estate planning strategies, I employ insurance and investment vehicles to optimize the tax efficiency of their wealth transfer, ensuring a seamless and financially secure transition for their assets to the next generation. HOW I DO IT:By harnessing a wide array of estate planning tools and drawing upon the collective wisdom of fellow experts, I deliver comprehensive solutions that not only cover estate, risk, and tax planning but also harmonize these vital aspects seamlessly. This holistic approach is meticulously crafted to address every facet of my clients\' financial landscape, ensuring robust protection and optimized wealth transfer. As a result, my clients experience an elevated sense of security and tranquility, knowing that their financial well-being is fortified through a unified strategy that leaves no stone unturned. WHAT MAKES ME DIFFERENT:I meticulously examine every case through in-depth need analysis, supplemented by insights from external experts. This comprehensive approach affords me a broader perspective on the challenges at hand. This distinguishing methodology involves pinpointing specific concerns and tailoring solutions to suit each client\'s distinct circumstances. Unlike typical advisors, I prioritize the intricacies of individual situations, enhancing the effectiveness of my guidance. Want To Learn More:(20••••••31 Wealth Transfer| Efficient Tax Planning | Insurance
EDUCATION
Guru Nanak Public School
High school, Non medical (Engineering)
Central Institute of Tool Design
Mechanical Engineering in Tool and Die , Tool Engineering
RRC Polytech
CNC , Machining and programming
University of Manitoba
CIM, Business, Management, Marketing, and Related Support Services
University of Manitoba
Planning, Supply chain
ABOUT BIR INDER BEHL
As the founder of Focused Insurance, I support Physicians and IT Business Owners in reducing the impact of taxes on their hard-earned wealth so they can transfer their wealth to their children in a tax efficient manner using our Focused Insurance ApproachHave you found yourself having these feelings:Concerned with the prospect of transferring your wealth to your loved one because of the hefty tax bill that comes with this act of love, left to wonder how much it would benefit your loved ones if taxes can be reducedAnxious by the possible lack of financial security for your family as there might be concerns about being unable to adequately provide for your loved ones\' needs and future well-being in case of any unforeseen circumstancesFrustrated by the perception that banks are indifferent to your needs and some professionals are solely interested in your money. This frustration arises due to the absence of a competent and compassionate professional who sincerely places their financial well-being as a top priority.Perhaps you never had the chance to find a trusted authority in Wealth Transfer, Efficient Tax Planning, and Insurance space.Or perhaps you don´t know where to start or where to look for such support.Well, I’m very proud to say that thanks to the expertise and work done as the founder of Behl Financial o/a Focused Insurance, I can help you with things like: Having an unwavering peace of mind, because with our personalized approach to customize financial and insurance plans, you will be able to transfer your wealth to your loved ones in the most tax-efficient, paying a minimum as legally required Feeling assured by the potential financial security for your family, confident in your ability to sufficiently provide for your loved ones\' needs and future well-being, even in the face of unforeseen circumstances because of our comprehensive insurance planning approach Feeling well informed and valued by our genuine care and our professional ethical approach. Our commitment to your financial well-being alleviates frustration caused by perceived indifference and money-focused attitudes of other financial professionals To learn more about how I can help you have a healthy and robust financial outlook, shoot me a direct message through LinkedIn or use the contact information below (20••••••31 Wealth Transfer| Efficient Tax Planning | Insurance
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