• 6624 Laurelwood Dr, Pendleton IN 46064

  • anokhipatel0582@gmail.com

  • +1 (732) 983–7709

about us

Empowering individuals and families with tailored insurance and financial solutions, we build trust, protect dreams, and secure futures—every step of life's journey.

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At ANOKHI PATEL, we specialize in helping individuals, families, and businesses protect what matters most. With a strong foundation built on trust, transparency, and long-term commitment, we provide customized insurance and financial planning solutions tailored to each client’s unique goals. Our experienced advisors take pride in offering strategic, thoughtful guidance across a wide range of services—from life insurance and income protection to retirement and college tuition planning. Each plan we design is shaped with care, insight, and a clear understanding of your present needs and future dreams.

We believe that peace of mind comes from being prepared—and we’re here to ensure that every step you take toward your future is informed, supported, and secure.

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8000

total projects

810

won awards

2000

happy clients

20

years experience

our services

From retirement and income protection to wills and tuition planning – smart solutions tailored to your life goals.

Will & Trust

Will & Trust

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College tuition planning

College tuition planning

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Retirement planning

Retirement planning

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Income protection

Income protection

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Life insurance

Life insurance with living benefits

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IRA/401(K) Rollovers

IRA/401(K) Rollovers

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our creative team

Driven by innovation and collaboration, our creative team brings ideas to life—crafting tailored solutions that reflect vision, purpose, and strategic excellence.

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David Morgan
founder

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James Patel
founder

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Sophia Ramirez
CEO

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Robert Singh
Marketing Head

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Daniel Carter
HR Director

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James Patel
Chief Technology Officer(CTO)

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