Shawn Gupta

Estate Planning

Shawn Gupta, Principal at Gupta Law Firm, LLC, focuses on the practice areas of estate planning and estate administration. Shawn assists his clients in protecting themselves and their families by designing customized estate plans handling estate administration, settling of the estates of their recently departed loved ones while including any probate court work if necessary. Shawn’s expertise allows clients to maintain control of their finances and healthcare decisions during unfortunate periods of incapacity and after passing. Through carefully crafted estate planning, Shawn enables his clients to manage their financial legacy and transfer assets efficiently upon their deaths while also protecting the inheritances of their loved ones. Feel free to connect with Shawn directly or anyone on your team here at RFG to discuss your family’s estate planning needs.

Cambridge is not affiliated with Shawn Gupta and does not offer Estate Planning.

OUR ACCOLADES

Best Places To Work 2023

Check the background of this firm on FINRA’s BrokerCheck

Copyright 2024 © The Rosselot Financial Group. All Rights Reserved.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Cincinnati Best Places to work 2023, 10-24 employee category, recognition is determined by associate feedback through an anonymous survey conducted by Quantum Workplace, an independent research company. Nominees pay an entry fee to participate.

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.