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15303 North Dallas Parkway
Suite 550 
Addison, TX 75001
ashvin_chheda@opesone.com


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Ashvin Chheda, ChFC®, CLU®

(214) 334-5656

 
Inflation and Your Portfolio

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—I can help you address your most pressing money questions.

My first priority is your overall financial success. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

This site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. I'll get back to you quickly with a thoughtful answer.

Helpful Content

Retirement Victory Lap

Retirement Victory Lap

A confident retirement begins with a plan.

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

 

Supplementing Retirement Income with Whole Life

Whole Life insurance can add to your retirement income and allow you to live confidently.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Smart Wedding Registry Ideas

The start of marriage should be all love–not debt.

How to Cut Your Expenses

Living with confidence means living within your means. managers.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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