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5 Times You’ll Be Able to Teach Your Kids About Money Management
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Zuhair Fazal
Financial Advisor|CFP®, RICP®
Let's find that sigh of relief we are all searching for when planning for our future.
Our value to you:
Our team is dedicated to working with time-starved successful individuals. We empower confidence in individuals, families, and businesses to make sound decisions across all aspects of life. We cut through the noise to pinpoint what's important to you by offering complete solutions to your financial landscape all while being relevant in today's environment.
Clients we passionately work with:
PHYSICIANS - Financial Planning Services Offered
- Comprehensive Financial Planning
- Risk Management (Life Insurance, Disability Insurance, Long Term Care)
- Retirement Planning
- Consolidate old 401(K) or 403(b) plans
- Investments Planning
- Estate Planning
- Evaluate options to tackle student loan debt
- College Planning and Education savings goals
- Financial Modeling
- Tax-efficient Investing and Planning
- Discuss the best uses of extra cash
BUSINESS OWNERS - Financial Planning Services Offered
- Business Planning and Valuation Analysis
- Business Succession
- Buy/Sell Funding
- Key Person Insurance
- Executive Benefit Plans
- Deferred Compensation
- Group Life and Group Disability
- 401(K)
- Executive Bonus Plans
- Benefit Financing for Existing Liabilities
- SERP, Financing and Accounting
Corporate Executives, Directors & Managers - Financial Planning Services Offered
- Comprehensive Financial Planning
- Risk Management (Life Insurance, Disability Insurance, Long Term Care)
- Retirement Planning
- Investments Planning
- Estate Planning
- Kid's College Education Planning
- Special Needs Planning
- Tax efficient Investing and Planning
RETIREES - Financial Planning Services Offered
- Specialized Retirement Planning
- Retirement Income Analysis
- Dynamic Withdrawal Strategies
- Social Security Optimization
- Long Term Care Planning
- Total Wealth Asset Allocation
- Tax Bracket Management
Let’s book a 20 minutes online discovery meeting to learn more about how we can help you build a solid Financial & Retirement plan while you enjoy the freedom of having extra time in your schedule for more important things.