Question 1

What is a financial analysis, and is it really free?

Accepted Answer

Yes — it's completely free with no obligation. We review your income, existing coverage, debts, and goals, then show you exactly where you stand and where the gaps are. You decide what to do next.

Question 2

What kinds of products and services do you offer?

Accepted Answer

We help with life insurance, health, disability and long-term care coverage, retirement and wealth strategies, savings and college planning, and income protection. Our focus is matching the right solution to your needs — not selling a one-size-fits-all product.

Question 3

Do I need a lot of money to get started?

Accepted Answer

No. Good planning is about direction, not the size of your account. We build a plan that fits your current budget and grows with you over time.

Question 4

How does the process work?

Accepted Answer

It's three simple steps: a free financial analysis, a personalized plan tailored to your situation, and ongoing guidance as your life changes. There's no pressure at any stage.

Question 5

How do I get in touch or book a consultation?

Accepted Answer

Use the Contact page to send a message, or call/text Kishore Masand directly at 770-235-8262. You can also email financialplanning@shreeguru.com.

Question 6

I'm interested in a career in financial services. Can you help?

Accepted Answer

Absolutely. We mentor new agents and can walk you through licensing, training, and what building a business in this industry looks like. Visit the Join Us page or reach out through the contact form and choose the career option.

Question 7

Do I need previous experience to join the industry?

Accepted Answer

No experience is required. Many of the best professionals in this field come from completely different backgrounds. What matters most is that you care about people and are willing to learn.

Question 8

Is my information kept private?

Accepted Answer

Yes. Anything you share is used only to help with your request and is never sold or shared with third parties.

Answers, before you ask

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