We have assisted many families build strong money habits and simultaneously build wealth. We partner, coach and advise people on how to take control of their financial situation and offer customized financial solutions. We are unique in the sense that we are a 1 stop shop for all your financial needs. Please contact us for a free 1-hour consultation session.
Get ready to take control of your financial destiny.
No Family Left Behind
We have assisted many families develop strong money habits and simultaneously build wealth. We partner, coach and advise people on how to take control of their financial situation and offer customized financial solutions. We are unique in the sense that we are a 1 stop shop for all your financial needs. Please contact us for a free 1-hour consultation session.
Our Services
Real Estate Financing
Retirement Solutions
Investing
Debt Reduction
Annuities
Insurance Services
Collateral based Lending
Highest Ethical Standards You Should Expect From a Financial Professional?
Fancy terms such as fiduciary have been thrown around by several Registered Investment Advisors (RIA) claiming that they are going to put your best interest before themselves. Although they have the best of intentions, they are only motivated to take on clients that already have large amount of assets. Usually financial advisors require a minimum of $100,000 in assets or charge thousands in fees before they can even talk to you. We do not have minimums or charge upfront fees. We do not recommend something to you which we do not personally have or own ourselves, i.e. “we eat our own cooking”.
Our Mission
We've made it our mission to help families achieve financial security before they reach retirement. We are a team of licensed and seasoned professionals that have been on this journey for the last 15+ years. We would like to pass on all our knowledge to those motivated individuals that want to take control of their finances and work their way towards financial independence.
Our Practice
We are local bay area experienced professionals that take pride in building customized financial plans based on your individual goals.
We take the stress out of financial planning. Let us walk you through a customized step-by-step plan. It’s hard enough to do it on your own. Trust our Leadership to help you get there.
— Sharif
Top Notch Service
Most Financial Professionals are restricted or “captive” - can only offer the same mainstream advice that has been prescribed by the company they work for. We differentiate ourselves by not being tied to any specific financial solution, product or asset class.