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You Imagine Your

Future, We Help You

Get There

Insure

Insure what matters.

Defend your life and income so that the people you care about can carry on regardless of what occurs.

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invest
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Invest when you’re ready.

Set aside a portion of each paycheck for major goals like retirement or education, placing it in specialized long-term accounts. Embrace the confidence that comes with investing

Retire

Retire on your terms.

You want to live well when you retire—and while you’re earning it. Start small and gradually raise your monthly savings. There might be a plan in place at work to assist..

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What's your retirement preparation?

Wondering if you're prepared for retirement? Take our quiz to get a clearer picture of your readiness and how it aligns with your retirement goals.

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Does your retirement plan stack up? Let’s find out.

Question 1 of 6

How old are you?

This number determines how much time you have to prepare for retirement.

Who We Serve

Our mission at Bapi Majumder Financial Services is to support you in achieving your objectives, whether you're starting out, getting ready for retirement, or well into old age.

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BUSINESS OWNERS AND EXECUTIVES

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PRE-RETIREES

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RETIREES

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PRIVATE CLIENT

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YOUNG INVESTOR

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What We Do

You define freedom. We’ll design the path to help you get there.

Our advice is created with the only purpose of assisting you in discovering your freedom, from retirement planning to financial planning and all points in between.

Financial Planning

Retirement Planning

Estate Planning

Investment Management

Future & Option

Tax Planning

Insurance

Education Savings

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