Featured Sponsor: Finance Fitness
Entrepreneur Udgit Mehta, owner of Finance Fitness, is a money coach who helps his clients confidently navigate their financial future.
Nearly three decades of experience powers Udgit Mehta, a money coach who guides clients on important financial matters such as retirement and estate planning, tax and debt strategies, insurance solutions, and smart investing.
Udgit is an entrepreneur who owns Finance Fitness in Central Florida. He serves clients across the country, helping them navigate their financial future with an objective, bird’s-eye view of their situation.
“My services are free to the client, as I have partners in areas such as annuities, insurance, and long-term care,” says Udgit, a former chief financial officer with the Seminole County Health Department.
Recently, clients have reached out to Udgit for guidance amid uncertainty surrounding the stock market.
“The stock market can be good to invest in, but because of its inherent fluctuations,” says Udgit, “I recommend keeping some money in banks and allocating some funds into tax-free retirement options.”
For example, Udgit often suggests cash-value life insurance policies, which allow money to be withdrawn without tax penalties while providing protection in the event of death, illness, or long-term care needs. He goes the extra mile for his clients by helping with every detail, including completing policy applications.
Udgit is also a strong advocate for establishing wills, trusts, estate plans, and advance directives sooner rather than later. Doing so ensures assets are protected, probate is avoided, and tax burdens are minimized.
“Supporting Jewish Pavilion Senior Services and its mission to enrich the lives of residents in elder care communities is deeply important to Finance Fitness and to me personally,” says Udgit. “I believe dignity, security, and quality of life should never diminish with age. Seniors have spent a lifetime building families, careers, and communities, and they deserve care, connection, financial peace of mind, and thoughtful estate planning in their later years. Together, Finance Fitness and JPSS are committed to empowering individuals to live with confidence, respect, and fulfillment at every stage of life.”