Why Sentigent Financial Solutions, LLC

Financial solutions runs the gamut. When you hire your financial advisor, whoever he or she might be, it’s important that he come with a TEAM and adequate knowledge. Milan Madhani, is a certified public accountant since 2007, and accountant since 2005, a licensed financial advisor since 2013, and holds a masters degree in taxation of science from Northern Illinois University. He also is a licensed insurance agent in both life and health since 2013, having been first licensed for both investments and insurance back in 2001. Prior to that he was a loan officer owning his own mortgage brokerage.

Vimal Madhani, is an IRS enrolled agent, holds a FINRA series 6 & 63 since 2014 as well as a life insurance license from Illinois around the same time. He has been an accountant for more than 21 years, joining his family cpa firm right out of college in 2004.

Both Milan and Vimal Madhani CO-own a CPA Firm (www.sentigentadvisory.com), as well as Sentigent Financial Solutions, LLC, a boutique financial services and planning firm. Their insurance website is www.sentigentinsurance.com, where you will find more specific information on life/disability/long term care insurance solutions. They have helped thousands of clients over the last 20 years with financial advice, financial planning, tax planning, insurance needs, and financial and tax compliance over their careers. Milan Madhani’s specialty and focus is investment management, risk mitigation through insurance solutions, and financial planning. Hiring a financial advisor should not just come with interesting certifications and degrees, and acronyms thereof, but real world experience and solid results.

What is our process?

The process to engage us requires us to first speak, and get to know you on a human level. From there we send you a quick intake form to discover your other financial needs. There are eight points at the very least where most people will need to focus on during their lifetime. What is important for you may not be as important for someone else, so it’s personalized. We then discuss that intake form on a second meeting to clarify and go over what your concerns and goals are. On a final third meeting, we deliver a proposal as to what we feel the solution would be. The process can take anywhere from 1 to 2 hours. Once you come aboard, depending upon what is involved, it can be a matter of 1 week or 2 before your are aboard and we help you see all your assets and liabilities in one place, take you through the planning portal, and set up future meetings. This process it he same whether you are a Sentigent Insurance customer or a Sentigent Financial customer.

Our Specialty/ Focus

Further, Milan Madhani, has experience in setting up, operating, and shutting down, several 401K plans and Cash Balance Pension plans. There is no shortage of experience in these advisors. What they don’t know they’ll find out! Their goal is to make you now outlive your money, that your family is protected if something happens before your life expectancy is reached, and your assets are protected and growing at an appropriate rate of return for your lifestyle and situation. Milan Madhani also has expertise in both tax planning and financial planning, taking care to make sure the tax plan concerns do not outweigh the financial planning concerns. Everyone wants to save taxes. But not at the cost of outliving their assets, which is something most people lose sight of.

Risk mitigation is an underserved area in the financial services. The solution set here can be a wide variety of insurance contracts, but also proper trust and legal documents, instructions for the next generation. This involves proper planning and discussion with an estate planning attorney, which Milan Madhani is very adept at.

Get Started Today

Ready to take control of your financial roadmap? Reach out today to schedule an introductory conversation with our team.

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