My name is Nayana “Nancy” Patel, at the age of 11 years old I emigrated from London, England with my family and moved to America where my dad bought his first business in Texas in the hospitality industry. At the early age of 15, I began working in my parents’ hotel business. From polishing furniture and making beds to working the reception desk, one of my earliest and most important lessons was the true value of a dollar. This business life allowed people like my parents and myself an opportunity to achieve the American Dream through self-reliance and hard work.

Over twenty years ago, my life was personally affected by being the victim of a tragic car accident that rendered me with several uncertainties and a disability resulting in paralysis. Now, I am proud to say that after twenty years, I was able to walk again and follow my passion to help others in need. Life is very uncertain and has a way of throwing surprises at you when you least expect it. In order, to be fully prepared to deal with the contingencies in life, insurance strategies and financial planning is very essential as it was for me.

The future is very unpredictable. No matter how hard we try, you cannot really predict what is in store for one in the times to come. However, what one can do is prepare themselves for it with the best of their abilities. Each one of us has his/her own goals, desire and objective that we dream to fulfil at some stage in life. These objectives cannot be achieved without a solid financial strategies. During these unprecedented times, being financially prepared makes all the difference. One does not need to wait for the next crisis to put their finances in order.

I focus on business owners, individuals, families, and professionals, to assist them in reaching their financial goals, gaps if present, and concerns to help them create strategies to protect what they have worked hard for. Thru my life experiences, business ownership and deep understanding of family values it is with a selfless mindset to assist a client and put their needs first as everyone has different visions of their future and my passion is to find the most appropriate solutions that fits the client.

Outside of work, I am blessed to be married with 2 beautiful children and am passionate to serve my community as President of the Leuva Patidar Samaj (LPS) of USA.

I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high-net-worth families, businesses, and institutions.

Preparing for that next step in life is not always easy. My combination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you are simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight, and capability. Contact me to discuss your financial future.