Prem Suhalka, Financial Advisor with Shri Krishna Wealth LLC

Prem Suhalka, Financial Advisor with Shri Krishna Wealth LLC 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 expe

rtise 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

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

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

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

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

August Edition of Shri Krishna Wealth Insights is Here!Making sound financial decisions starts with staying informed. In...
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

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!
07/04/2026

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

You've worked hard to put a solid financial plan in place—savings, retirement, and protection for the people who depend ...
06/26/2026

You've worked hard to put a solid financial plan in place—savings, retirement, and protection for the people who depend on you. Many financial plans are built around the assumption that your income keeps coming in.

Individual Disability Insurance can help provide a portion of income if a qualifying disability affects your ability to work, so the plan you've built has a chance to stay on track.

If you've never taken a close look at your income protection, or if you're not sure how your workplace coverage may work, explore our white paper, The Cornerstone of Financial Security: Individual Disability Insurance, or connect with an agent to start the conversation.

Link to white paper: https://nyl.co/4gE9LBR

This Juneteenth, take time to honor history, celebrate progress and support one another.
06/19/2026

This Juneteenth, take time to honor history, celebrate progress and support one another.

Many Gen Xers worry they haven't saved enough, but experts say there is still time to strengthen retirement finances.
06/19/2026

Many Gen Xers worry they haven't saved enough, but experts say there is still time to strengthen retirement finances.

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdr...
06/18/2026

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdraw at ages 73, 75, 80 and 85.

Please click this Link to view this month's Newsletter!https://fndigest.com/digests/2026/26.3/EV-SuhalkaPrem26.3.pdf
06/16/2026

Please click this Link to view this month's Newsletter!
https://fndigest.com/digests/2026/26.3/EV-SuhalkaPrem26.3.pdf

Address

2600 Network Boulevard
Frisco, TX
75034

Telephone

+18179153907

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