PHILOSOPHY

Prem is passionate about making sure his clients pursue their goals and achieve their life dreams. He has a true concern for his clients’ financial interests. As a life planner he insists on being candid, helping his clients understand and develop their financial priorities. He asks pointed questions and takes the time to get to know his clients.

Providing his clients with the guidance and support needed, Prem Malik goes far beyond just picking investments. He is completely client focused, taking into consideration the person, their current situation, family obligations, lifestyle, stage of life and personal circumstances.

Prem is all about giving back and making sure people know what is available to help them and their family grow and prosper. As a Certified Senior Advisor (CSA) he has also learned how to work with the challenges and opportunities seniors face. In understanding the key needs and issues concerning senior citizens he has taken the initiative to get the skills required to better advise his clients and his clients with aging family members.

The follow through and the follow up. Don’t be surprised if Prem calls you out of the blue just to say hi. Available 24/7,  that is just the kind of advisor Prem is.

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