Kannonball Insurance Solutions LLC

Agency Principal

Specialist

As the founder of Kannonball insurance, I pay great attention to the quality of our insurance, financial products, and services. With so many options to choose from, have comfort in knowing that when you work with us, you are working with an elite, award-winning agency.

Rebecca Lynn Davis - Medicare Wonder Woman

Prem Suhalka

Shri Krishna Wealth & Insurance Solutions, LLC

WHO WE ARE
At Shri Krishna Wealth, we help people maximize their financial potential through innovative planning strategies. We bring a wealth of experience and financial planning knowledge to the process, allowing us to provide valuable insights into your financial world.

HOW WE’RE DIFFERENT
By regularly researching and studying economic trends and strategies, we help open your eyes to new ideas and opportunities. We examine your wealth from every angle, and we give you a thorough, practical understanding of where you are in relation to your goals. In doing so, we provide clarity about your options and opportunities, which empowers you to make wise, strategic decisions with your wealth.

OUR APPROACH
We take a multigenerational approach to planning, developing lifelong partnerships to ensure you and your family are equipped for generations of financial confidence. We educate you throughout the process, as our goal is to provide clarity about your situation and opportunities so you can make the best decisions for you and your family. Every recommendation we offer is custom-tailored for you, accounting for your unique values, goals, risk tolerance, and opportunities.

WE SPECIALIZE IN SERVING…
-High-Net-Worth Professionals
-Business Owners
-Medical Professionals
-IT Professionals

WHAT WE DO
We provide financial planning for individuals, families, and business owners, and we help you create a comprehensive plan to achieve your goals. Whether you’re just getting started or you need help augmenting an existing plan, we’ll help you determine your priorities and exactly where you need to start. Some of our services include:

-Comprehensive Financial Planning
-Investment Management
-Estate Planning
-Asset Protection
-Charitable Planning
-Executive Benefits
-Succession Planning
-Key Person Insurance
-Employee Benefits
-Disability Insurance
-Life Insurance
-Annuities

Visit our website for a full list of services:
ShriKrishnaWealth.com

Founding partner and Financial Advisor*

Eagle Strategies, LLC

Through my affiliation with Eagle Strategies, LLC, a Registered Investment Adviser, I provide sophisticated wealth management services by designing customized investment solutions that address my clients’ unique investment objectives and risk tolerance levels. Eagle Strategies provides access to leading asset managers through its investment advisory programs. Before an asset manager is added to Eagle’s platform, it is thoroughly vetted and continuously monitored to ensure it meets Eagle’s stringent investment criteria. Additionally, its roster of asset managers is continually evaluated to ensure it offers the breadth and depth of solutions necessary to help you meet your financial goals.

Financial Advisor

NYLIFE Securities LLC

Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.

Financial Services Professional

New York Life Insurance Company

Through my relationship with New York Life, I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care, and lifetime income strategies.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither Shri Krishna Wealth & Insurance Solutions LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Shri Krishna Wealth & Insurance Solutions is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 2600 Network Boulevard, Frisco, TX 972-377-5200. CA insurance license #4222766

Financial Professional

Sun Macro Corporation

President

MR Group Inc

Stars Impex Inc

Big Willy 24/7

Birla USA

Chief Financial Officer

Birla India

General Manager

As a financial advisor, my goal is to educate my clients about their financial opportunities so they can make strategic, confident decisions with their wealth. I focus heavily on monitoring financial trends and researching planning strategies, ensuring that I bring the most valuable and relevant information to their planning experience. With a broad range of expertise in customized investment solutions like SMAs and UMAs, the upcoming sunsetting of the Tax Cuts and Jobs Act of 2017, and generating income in retirement, I can help clients through a variety of complex situations.

I work with many medical professionals, IT professionals, business owners, and high-net-worth individuals, and I know their time is valuable. I position myself as a partner, offering attentive support and guidance to make the planning process as efficient and stress-free as possible. Before my career in financial services, I spent more than 30 years as the CEO or financial principal for several companies. This experience has given me valuable insight into the world of business and leadership, and I bring a unique perspective to my work with business owners and executives.

With all my clients, I aim to bring a new sense of clarity about financial strategies and planning. I assess their entire financial world and provide practical insights that allow them to see the bigger picture of their situation. Then I develop custom recommendations to help them achieve their goals. With experience as a Fellow Chartered Accountant, I am adept at helping people mitigate their tax burden as they grow their wealth.

In addition to my financial practice, I am also passionate about supporting childhood education in India, and I am involved in several nonprofit organizations in Dallas.

Agent

Agent licensed to sell insurance through New York Life Insurance Company

Prem Kumar Suhalka, FSCP®, ChFC®, CLU®, RICP®, WMCP®

taplio

The Battle

Rebecca Lynn Davis - Medicare Wonder Woman

Prem Kumar Suhalka, FSCP®, ChFC®, CLU®, RICP®, WMCP®

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