About Us
Planning Areas of Expertise
We have years of experience helping clients prepare for the unknown while meeting their financial goals.
- Tax Planning
- Wealth Management
- Life & Health Insurance
- Retirement planning
- Education funding
- Estate planning
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
Comprehensive Approach
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Committed to Service
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
Our Team
Umang Thakkar
Umang is the founder and owner of Payung Advisors and IncorpTaxAct. He is over 15 years of experience in the areas of Taxation & Financial Services. Umang has served a wide variety of clients, including individuals, small businesses and trusts. He has worked with a number of high-net worth business owners and professionals. Umang is a Licensed Life & Health Insurance Agent and also has FINRA Licenses of Series 6, 63 & 65 (Investment Advisor Rep.). Umang specializes in Retirement Planning & Risk Management Strategies.