Y. K. INSURANCE & FINANCIAL SERVICES
Yogesh O. Khatri,
Financial Adviser
(414) 256-8735
Y. K. Insurance & Financial Services
Yogesh O. Khatri, MBA
Financial Adviser
According to an October 2020 American Express survey, 89% of respondents cited financial stability as the leading benefit of owning a business. Is your business financially stable? With the right strategy, it can be. (American Express)
Owning a healthcare practice is hard. Balancing the many needs of your company can be daunting, especially when it comes to your financial needs. But that doesn't mean you have to handle it alone. You can have a financial advisor by your side to help. Guided by my practice’s knowledge, experience and integrity, we’ll focus on what matters most— you! We’ll evaluate your financial situation, assess the current economic landscape and recommend a strategy designed to help guide you to make the right financial decisions that impact you and your business. Start by submitting your information so I can reach out to you.
Calculators
You can review interesting calculators on my site.
Videos
We have interesting videos for you to watch on my site.
Contact Us
Please feel free to contact us with any questions.
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.