Siddhi Financials

About Us

Planning Futures

We start by documenting your goals and then compare them to your current portfolio. We have helped create programs and portfolios to meet long-term financial goals. We use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Have questions about Life protections, investments, Long Term care taxes, retirement, and/or estate planning? One of our credential professionals would be glad to help.

Building Strong Futures

I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal is to safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate.

Why Us?

Have a lifelong trusted advisor to consult during unforeseen financial challenges. Compare key features across diverse financial solutions to navigate through various market conditions and life events

Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. All professionals are independent license holders and advice based on individual expertise that includes but not limited to above pointers and do not endorse any particular product/company.

Our Team

Founder

Since 2018, Neelam Saluja has been helping businesses and individuals safeguard their assets and plan for their own protection, retirement and financially secure their loved ones too.
Neelam founded Siddhi Financials as a way to engage with the community, empowering people to have a stronger financial foundation to build their legacy upon, providing access through this platform to take financial classes directed by licensed professions both for members and non members to attend across various states in the US.
Before joining the financial world, Neelam was a Rehabilitation Program Director having directed multiple skills nursing facilities rehabilitation programs in the Bay Area. She dedicated years of working years towards changing lives in the American Healthcare field since 2006 and also helped enrich many individuals with their carrier development in healthcare service industry . She was able to positively impact many patients lives and their families with maximizing their functional recovery and safe discharges to their homes.
Looking at how financial strength or weaknesses impacted people's healthcare decision and progress, Neelam switched gears to take it as a mission to work towards improving people's financial foundation for the greater good of a health living and having a peaceful retirement in the golden years.

Associates

All professionals we collaborate with are independent license holders with a specified Brokage and advice based on individual expertise that includes but not limited to above pointers and do not endorse any particular product/company.

Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

Why should I make a financial plan?

Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.

What should a financial plan include?

It should start with listing and understanding your goals and objectives and current status and understand the gap between those. From there we will help you understand and compare suitable strategies relevant to your goals and help you pass qualification process to access these financial tools to cater to your needs and learn how to make your own allocations &/or guided selections based on projected outcomes.

Can you help me plan for retirement?

Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance ,and estate planning.

Are there any strategies out there to leverage for high income earners in terms of college funding/savings?

Yes! We do a 360 deg analysis for your overall family needs and share the basic college fee structure and included and excluded assets in college fee analysis system to help you plan better for your kids future benefits.

Are there learning opportunities available even if I am not a client?

Yes! Connect through the appt link above for learning platform and to receive relevant formation about out learning platform to help you decide if that is a right fit for you. You do not have to be a client to start your learning journey in financial industry. We are proud to help build your association with the brokage Neelam uses to serve the clients.

What should be my net worth to avail the services?

We serve clients across a very board spectrum of net worth. If you want to align your actions with your goals and need any kind of assistance or simply want to explore what's out there that our advisors have been recommending families to leverage for their financial betterment, then bring in your concerns to us in in a personal strategy planning call.