Prem Suhalka, Financial Advisor with Shri Krishna Wealth LLC

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Frisco, TX
Prem Suhalka, Financial Advisor with Shri Krishna Wealth LLC

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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.

Prem Kumar Suhalka, CFP®,FSCP®, ChFC®, CLU®, RICP®, WMCP
Founder & Financial Advisor at Shri Krishna Wealth | Helping You Realize Your Financial Potential & Maximize Your Wealth for Generations 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 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. 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 AR insurance license #20176917

10/07/2026

New Issue | Shri Krishna Wealth Digest
Sharing our latest issue with timely insights on debt and taxes, the hidden costs of inheritance, retirement and investment planning, and why planning beats prediction.
Good financial planning is not about predicting the future,it is about being prepared for it.
I hope you find these insights valuable. Please feel free to reach out if you would like to discuss your financial, tax, retirement, or estate planning goals.
Prem Suhalka, CFP®
Shri Krishna Wealth & Insurance Solutions, LLC

09/17/2026

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, reach out to me today.

09/16/2026

People are living longer and as a result, retirement lasts longer. That means retirement planning is about creating an income strategy designed to support a longer time horizon.

If you'd like to revisit your retirement plans and discuss how a longer retirement may affect your goals, let's connect.

09/15/2026

More families are recognizing the value of having a written financial strategy. A clear plan can help align goals, priorities, and income needs while providing direction through life's changes and market uncertainty.

If you'd like to review your current strategy or discuss creating one, let’s schedule some time to talk.

09/14/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

09/07/2026

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one may be right for you.

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs irrevocable. But only one is right for you.

09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

08/10/2026

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.

08/07/2026

August Edition of Shri Krishna Wealth Insights is Here!

Making sound financial decisions starts with staying informed. In this month's newsletter, you'll find practical insights on prediction markets, inheritance planning, updating financial wisdom for today's economy, and tax breaks for self-employed individuals. These timely topics can help you make more informed decisions and avoid common financial pitfalls.

At Shri Krishna Wealth, we believe successful financial planning goes beyond investments. It requires integrating tax planning, retirement, estate planning, insurance, business strategies, and legacy planning into one coordinated approach.

I hope you find this edition valuable. If you have questions about how these ideas apply to your personal or business situation, I'd be happy to connect.

📩 Feel free to message me or schedule a conversation.

Prem Kumar Suhalka, CFP®, EA
Founder, Shri Krishna Wealth & Insurance Solutions, LLC

07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!

Address

2600 Network Boulevard
Frisco, TX
75034

Telephone

+18179153907

Website

http://www.shrikrishnawealth.com/

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