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 * Home
 * About Us
   * Objectives
   * Services
   * Qualifications
   * Your Success
   * Education Funding
   * Business Solutions
     
 * Resources
   * Articles
   * Calculators
   * Flipbooks
   * Newsletters
   * Glossary
   * Tax Library
 * Contact Us
   
 * Client Login
   * Client Login
   * Access Your Client Accounts


NIRAJ P. BAXI MSI™, CLU™, CHFC™
BAXI INSURANCE AND FINANCIAL SERVICES

1762 Technology Drive, Suite 203 San Jose, CA 95110


PHONE:

 * Direct: (408) 249-2103 Toll Free: (800) 686-8436


E-MAIL:

 * niraj@baxifinancial.com

"Helping you put together a strategy as unique to you as your fingerprint."

BAXI wants people to be successful in all aspects of their financial life.  We
help people to think holistically about their life and goals, and how to best
position their time, energy and assets.  We believe that everyone should
understand what they are invested in, and why;  and we focus on educating
clients as a result.

Thank you for visiting and we look forward to hearing from you.

•Helping my clients improve their financial future i.e. Preserve Capital, Create
Wealth et.

•Achieve their financial goals, with thoughtful and prudent planning

•Provide personalized service

I have conducted several seminars and published many articles in financial
services publications, including:

•American College journal;

•Society for Finance and Service Professionals (SFSP);

•Million Dollar Round Table (MDRT) etc.

Areas of specialization:

•Life Insurance, Annuity & Long Term Care;

•Retirement & Estate Planning and

•Wealth Management.


FLIPBOOKS

You can review interesting Flipbooks on my site.

View Flipbooks


CALCULATORS

You can review interesting calculators on my site.

View Calculators


VIDEOS

We have interesting videos for you to watch on my site.

View Videos


NEWSLETTERS


 * NEW FAFSA FAVORS GRANDPARENT COLLEGE GIVING
   
   Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow
   grandparents to help with college expenses without affecting financial aid
   eligibility based on the FAFSA.


 * A MORTGAGE RECAST IS AN ALTERNATIVE TO REFINANCING
   
   This article explains how a mortgage recast works to enable a homeowner to
   reduce a monthly mortgage payment without having to refinance and why it may
   be an appealing solution in certain situations.


 * TRACKING THE FED’S PROGRESS ON DISINFLATION
   
   This article compares the key inflation measures that economists and
   investors are watching for signs of easing price pressures.


 * TAX-LOSS HARVESTING OFFERS CHANCE AT SILVER LINING
   
   Stock market downturns can be rough on a portfolio’s bottom line, but selling
   losing investments may offer the potential to reduce an investor’s tax
   liability.

More Newsletters »


CALCULATORS


 * MORTGAGE ACCELERATION
   
   This calculator can help you determine how soon you can pay off your
   mortgage.


 * TAX-DEFERRED SAVINGS
   
   Compare the potential future value of tax-deferred investments to that of
   taxable investments.


 * LEASE PAYMENT
   
   How much would your monthly lease payment be?


 * COLLEGE FUNDING
   
   Use this calculator to estimate the cost of your child’s education, based on
   the variables you input.

More Calculators »


Osaic Wealth Form CRS

1762 Technology Drive, Suite 203 - San Jose, CA 95110 - (408) 249-2103

--------------------------------------------------------------------------------

Securities and Investment Advisory Services offered through Osaic Wealth, Inc.
Assocites, Inc. (RAA)

Member FINRA, SIPC, a Registered Investment Advisor. Reg. Branch (408) 249-2100

Baxi Insurance and Financial Services is independent ofOsaic Wealth, Inc. Osaic
Wealth, Inc.does not provide tax or legal advice.

California Insurance License #: CA 0A98115

 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you
link to any of the web sites provided here, you are leaving this web site. We
make no representation as to the completeness or accuracy of information
provided at these web sites.

This communication is strictly intended for individuals residing in the states
of CA FL GA MI NV TN TX WA. No offers may be made or accepted from any resident
outside the specific state(s) referenced. 

--------------------------------------------------------------------------------

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