Life Dreams Financials – Our Services Overview

Trusted Financial Solutions For Lasting Success

Empowering families and professionals to achieve financial freedom and peace of mind.

Led by Financial Strategist & Mentor Praveer Srivastava (a Licensed professional in several states in USA), he takes pride to work with you on your real-life goals to create a tailored strategy to help you reach your financial freedom and focus on what's important – making sure your legacy reaches the people you love, planning for retirement, paying for kids' education, and safeguarding your income with disability and health coverage.

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Praveer Srivastava – Financial Strategist & Mentor

Our Services

Tailored financial strategies for every stage of your life

Tax Optimization

Tax Optimization

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Kids Education & College Planning

Kids Education & College Planning

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Retirement Planning

Retirement Planning

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Estate Planning

Estate Planning

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Wealth Management

Wealth Management

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Defensive Investments

Defensive Investments

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Legacy Transfer

Legacy Transfer

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Disability Planning

Disability Planning

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Mortgage Protection

Mortgage Protection

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Notary Service (VA State)

Notary Service (VA State)

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Medicare & Marketplace Plan

Medicare & Marketplace Plan

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Affordable Individual & Family Health Coverage

Affordable Individual & Family Health Coverage

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Trusted Carriers We Work With

Partnering with America's most respected financial institutions to bring you the best options

American Amicable Group American Equity Ameritas Athene Corebridge Financial Ethos F&G Annuities & Life Lincoln Financial Mutual of Omaha Nationwide Netlaw North American