Michael & Rishi Sholanki,

Financial Advisors

Financial & Life Planning for Healthcare Professionals

Keybase Financial Group

Our Mission Statement

Building and Preserving Personal WealthTM

• Currently in our 16th year of business

• 100+ Independent Financial Advisors

• $1 Billion Dollars in assets under administration

“Our goal is to empower individuals to make smart financial decisions”

Michael & Rishi

Sholanki• Successfully providing advice for 30+

years

• Currently manage $25 Million in Assets

• 500+ satisfied clients

• 60% of clients employed within healthcare industry

• 1 out-of every 2 referrals are Healthcare Professionals

SERVICES

• Financial Planning• Retirement Planning• Tax Planning• Education Planning• Tax Preparation• Goal Setting• Group Plans• Insurance• Mortgages

Our Specialty

Our experience allows us to provide great service to Healthcare Professionals

We service:• Physicians/Surgeons, MD• Nursing Professionals • Healthcare Technicians• Administrative Staff• Essentially all members of the Healthcare Industry

We understand you!

Healthcare professionals have special needs due to their lifestyle:

o Overtime/Multiple Jobso Overnight/Shift Worko Family responsibilitieso Tax Issues!

= NO TIME!!!!!!

Your needs and lifestyle are dynamic and different than those in other industries. You need someone who understands you and has

experience helping those like you

A CLOSER LOOK….On how we help you!

What we do for you!

1. Working overtime = higher income

TAX ISSUES + Variable Income

Specialized Tax strategies to reduce Tax payable at the end of the year

Develop a savings plan that adjusts during periods of higher income and periods of lower income

What we do for you!

2. Long hours + Overnight shifts = NO TIME!

9 to 5 hours don’t work for you!

We meet you on YOUR TIME!

We match our work schedule to your lifestyle

We meet clients at all hours of the day and in the comfort of their own home or workplace

What we do for you!3. Some healthcare professionals are working into their

retirement years due to insufficient savings and financial planning

Short and Long Term Goal Setting that helps you save

We monitor and make changes to this plan as your needs change

4. A large portion of your income goes to Pension and Union Dues

Develop strategies to Split Income

and Optimize your tax situation

How do we do this?

We take care of you, while you take care of your family

Flexible hours

Education planning for your kids

Goal setting & needs based

planning to build & preserve your

nest egg

ASK YOURSELF….

Ask Yourself….

Has my Advisor answered these 3 questions?

1. How much money will I need in Retirement?

2. How much will I need to save each year, to achieve my Retirement Goal?

3. What rate of return do I need to earn, to achieve my Retirement Goal?

If the answer is no, shouldn’t someone answer this for you?

What it means to be Independent?

What this means for you?

1. We can offer you products you currently don’t have access too – what are you missing out on?

2. Like your current investments but not your advisor?

• We can become Advisors on your current portfolio while keeping the investments the same!

Isn’t it time to get a second opinion?

Thank you!

Give us a call today to see what you have been missing out on!

Rishi Sholanki

Financial Advisor

Office: 905-707-5620

Email: rsholanki@keybase.com

Web: www.sholanki.com

Our advice is always free!