Financial Planning & (Sharia-compliant) Investment Management

click to rate

About

Discover how we can bridge the gap between Deen and Dunya with our comprehensive Shariah-compliant financial solutions:



  • Halal Investment Planning tailored to your values

  • Financial Planning services (next-generation education planning, income in retirement, khums and charitable planning, budgeting & spending)

  • Financial guidance for young professionals & women investors

  • Tax Planning

  • Retirement Plan solutions (SEP-IRA, Solo 401k, Defined Benefit Plans) for Medical Practices and Businesses

  • Guidance on employer 401k investments

  • Charitable Planning to maximize giving & tax benefits (Donor-Advised Funds, Endowments, Qualified Charitable Distribution planning)

  • Estate Planning (Wills & Trusts) with Islamic distribution guidance

  • Life Insurance & Annuity Planning


 


For years, we've been empowering Muslim families, businesses, organizations and nonprofits to benefit from long-term financial planning and achieve financial stability without compromising their principles. Your journey of wealth should reflect your values, and let us show you how.

8 views