Client Testimonials

Shilpa was instrumental in helping me navigate different options for life insurance and select a plan that worked best for me.

They also were very helpful in following through to get the policy implemented. I’d highly recommend their services to anyone looking for insurance, and especially people who are looking for a superb level of customer service.

Brian G

Seattle, WA

I want to sincerely thank the outstanding insurance services provided by Sriman. His true professionalism, attention to detail, and genuine product knowledge have made a significant difference in my experience.

Sriman has gone above and beyond to ensure I understood my options and felt confident in my decisions. I truly appreciate his dedication and support. It’s reassuring to know I have someone so reliable looking out for my best interests. Thank you once again, Sriman!

Shashidhara E

Bentonville, AR

I reached out to Sriman and Shilpa for guidance on my estate planning and life insurance coverage, and I couldn’t have asked for a better experience. From our very first meeting, they took the time to understand my family’s goals, current situation, and long-term aspirations. What impressed me most was their ability to simplify complex financial concepts into practical, actionable steps.

Their approach was not sales-driven — it was genuinely about helping us make informed decisions. Today, I feel more confident knowing that my family’s financial future is secure. I’ve already recommended them to friends looking for trusted, knowledgeable advisors.

Vineet D

Overland Park, KS

When we were uncertain about how to create our Will and Trust, we reached out to Sriman. He was incredibly helpful in guiding us through the entire process, patiently explaining each step and ensuring everything was completed smoothly.

Sriman was always available whenever we had questions and followed up with us consistently until everything was finalized. We truly appreciate his professionalism and dedication — I would highly recommend Sriman!

Sharadha A

Bentonville, AR

We worked with Shilpa and Sriman at Vidya Lakshmi Financial Services to set up a plan for our 14-year-old son — and we couldn’t be happier with the decision. With a modest monthly contribution of just $250, this plan has the potential to either help him retire early with a tax-free annual income stream or even become a millionaire by age 60 through the power of compounding.

What truly fascinated us was how such a simple, disciplined savings approach could create so many possibilities for his future. Beyond the numbers, it’s also helping our son learn the importance of financial planning and consistency from a young age. Our goal is to gift him this policy when he turns 30, and from there, he can continue building on it himself.

He was so excited to see how his small monthly contributions could silently grow over time — and that excitement made it even more meaningful for us as parents. We’re incredibly thankful to Shilpa and Sriman for introducing us to this opportunity when we approached them for kids’ education planning. Their guidance has been invaluable in helping us secure a smart, long-term foundation for our son’s financial future.

Anuradha & Ram

Edison, NJ

When we first spoke with Sriman, we thought our existing work-based life insurance was sufficient. It wasn’t until our consultation that we realized how limited and inadequate employer coverage can be — especially when considering job changes, health risks, and the lack of living benefits.

Sriman’s depth of knowledge and analytical approach completely changed our perspective. He took the time to compare multiple carriers, walked us through the cost structures, features, and helped us understand the real value of owning independent coverage. Every discussion felt personalized, transparent, and fact-based, not sales-driven. By the end, we felt genuinely confident and had strong conviction in our decision.

Thanks to Sriman’s guidance, we now have a term life policy with living benefits that provides comprehensive protection — not just after we’re gone, but during life’s uncertainties as well. His expertise and professionalism were truly invaluable, and we’ve already recommended him to several friends and colleagues.

Vishaka

Seattle, WA

Earlier Working with Sriman and Shilpa was one of the best financial decisions I’ve made. They helped me set up a tax-optimized savings plan for my kids’ education while also ensuring I had the right life insurance coverage for my stage in life.

Their process is transparent and data-driven, yet warm and personal. I never felt pressured — just empowered. I now have a clear strategy for both wealth growth and protection, thanks to their thoughtful guidance.

Lopamudra G

Raleigh, NC

We met with them to review our existing insurance plans, and it was an eye-opener! We realized how limited our work-provided coverage was, and with their help, we were able to design a customized plan that offers far more protection and flexibility.

They patiently answered all our questions, compared options, and made sure we understood every detail before making a decision. What I really appreciated was how they balanced professionalism with genuine care — they truly treat their clients like family.

Anuj & Meera

Fremont, CA

I’ve been working with Sriman for couple of years, and I’ve really appreciated his personalized approach to financial planning. He helped me organize my investments and think strategically about long-term goals. I would gladly recommend him to anyone seeking a reliable and knowledgeable financial advisor.

Senthil G

Bentonville, AR

Click Here - Consultation Form