DocShah Financial

Financial planning and investment management for athletes, professionals, and families

Together, we will plan your financial future, make smart investments, and get you to and through retirement with peace of mind.

docshah financial

Financial planning and investment management for athletes, professionals, and families

Together, we will plan your financial future, make smart investments, and get you to and through retirement with peace of mind.

Financial planning and investment management for athletes, professionals, and families

Together, we will plan your financial future, make smart investments, and get you to and through retirement with peace of mind.

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Financial planning and investment management for athletes, professionals, and families

Together, we will plan your financial future, make smart investments, and get you to and through retirement with peace of mind.

Put more content here to balance the layout of the design. Lorem Ipsum, add more content here.

Financial planning and investment management for athletes, professionals, and families

Together, we will plan your financial future, make smart investments, and get you to and through retirement with peace of mind.

I want all my clients to sleep well at night knowing their money is quietly working for them in the background, 24/7/365|

Raul Shah

OUR MISSION

I want all my clients to sleep well at night knowing their money is quietly working for them in the background,24/7/365*

I want all my clients to sleep well at night knowing their money is quietly working for them in the background,
OUR MISSION

I want all my clients to sleep well at night knowing their money is quietly working for them in the background, 24/7/365*

I want all my clients to sleep well at night knowing their money is quietly working for them in the background,
OUR MISSION

I want all my clients to sleep well at night knowing their money is quietly working for them in the background, 24/7/365*

I want all my clients to sleep well at night knowing their money is quietly working for them in the background,

ABOUT us

Why Raul Shah Over Other Investment Advisors?

Docshah Financial is a leading financial services company that specializes in providing comprehensive solutions to individuals and businesses. With a strong focus on personalized service, Docshah Financial offers a wide range of financial planning, investment management, and insurance services tailored to meet the unique needs and goals of their clients.

An Elite League: Having graduated with Honors from the Johns Hopkins University as a four-year award-winning athlete, I possess a superior level of financial expertise and discipline.

A Focus on Fundamentals: Value investing is at the core of everything I do. I analyze every corner of a company’s financial statements and hand calculate each company’s fair value.

Thinking Outside the Box: I explore all options, even overlooked opportunities that other advisors are oblivious to, so that your portfolio fires on every cylinder.

Proven Work Ethic: My journey from D3 baseball to six year professional was a product of my insatiable drive to be the best. I bring that same drive from the stadium to the board room.

Confident Navigator: As someone who has routinely performed under the bright lights, I possess the confidence to navigate difficult financial circumstances with ease, grace, and swiftness.

So Many Options to Choose From.

Our suite of services can be selected à la carte or combined for synergistic effect.

Financial Planning

Expert guidance and strategic planning for your financial needs and goals.

Investment Management

Expertly managing and optimizing investments to help you grow and safeguard your wealth.

The DocShah Signature Portfolio

Raul Shah’s hand picked portfolio of stocks for clients who are seeking aggressive growth.

Portfolio
Review

A comprehensive evaluation of your portfolio’s strengths and shortcomings.

Seminars

Hire Raul Shah for public speaking or individual lectures.

So Many Options to Choose From.

Our suite of services can be selected à la carte or combined for synergistic effect.

Financial Planning

Expert guidance and strategic planning for your financial needs and goals.

Investment Management

Expertly managing and optimizing investments to help you grow and safeguard your wealth.

The DocShah Signature Portfolio

A visionary portfolio for clients who are seeking aggressive growth.

Portfolio
Review

A comprehensive evaluation of your portfolio’s strengths and shortcomings.

Seminars

Hire Raul Shah for public speaking or individual lectures.

Be A Part of DocShah Financial

Together, we will make intelligent investments that will strive to achieve your goals.

1. Schedule a time

This brief initial call serves as an opportunity for us to become acquainted. During this conversation, you can discuss your financial worries, aspirations, and future goals.

Talk with us

2. Meet DocShah

During this discussion, we will outline our approach to client collaboration, discuss the fees associated with our services, and assess whether we are the suitable advisors for your needs.

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3. Think about it

Following our meeting, we will send you a summary email outlining the next actions to ensure you have a clear understanding of the DocShah experience before making any decisions.

Contact Us

1. Brief Introduction

Let’s get to know each other. Tell me about your financial situation and your goals and we can decide if we are a good fit.

Talk with us

2. Present a Preliminary Plan

This call will be more detail oriented where I will present a game plan for us, as well as discuss our fees and answer your additional questions.

Talk with us

3. Sleep On It

Take some time to think it over. In the meantime, I will follow up with a summary of our plan.

Talk with us

Pricing

A hassle-free procedure carefully tailored to meet your needs and preferences.

Financial Planning

A hassle-free procedure carefully tailored to meet your needs and preferences.

Financial Planning

A hassle-free procedure carefully tailored to meet your needs and preferences.

Financial Planning

A hassle-free procedure carefully tailored to meet your needs and preferences.

Financial Planning

A hassle-free procedure carefully tailored to meet your needs and preferences.

Pricing

Unlike other advisors, we place our fees in plain site, in plain English.

Financial Planning

We will create an all encompassing plan that guides you to and through retirement.

Financial Planning

$1000

Investment Management

We will hand pick investments and put your hard earned savings to work.

Investment Management

$1000

Portfolio Review

Already have a portfolio and want us to review and make suggestions? This is for you.

Portfolio Review

$1000

Public Speaking

Want Raul Shah to deliver a thought provoking presentation on financial topics? This is for you.

Public Speaking

$1000