Using a personalized, concierge-style approach, our primary goal is to help you successfully navigate through various financial options. Financial planning is about identifying the things that are important to you in your life and helping you achieve them. It encompasses your own goals and constraints, the economic environment, current tax laws, and realistic investment expectations.
We fully realize that everyone’s financial situation is unique. Our comprehensive process analyzes your financial position and lifestyle, creates integrated action plans, and executes the plan. Our duty is to act as your personal Chief Financial Officer, giving you the information needed to make effective financial decisions.
The Highest Standard of Knowledge and Trust
If your financial life seems to be spinning out of control, you’re not alone.
Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals like Faruk Jaffer are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task.
Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest.
Personalized Retirement Income Scenarios
We help you manage long-term expectations by allowing you to plan for factors outside of anyone’s control and answer tough questions.
Our software uses holistic stress testing so that you can feel more confident about your retirement strategy and know how much to spend based on your objectives.
Financial Planning – Basic Package
Your Next Steps
We believe that taking a step – even a small one – can start you on a path to positive change. So we offer you the support you need to take actions that are right for you, right now. As well as ongoing feedback to help you believe in what you’ve done and build confidence in what’s to come. The choices you make – what to buy and what not to buy, how much to save, how to invest and much, much more – can make a difference in your life, today and in the future.
Ongoing, one-on-one financial advice can help you discover answers to the questions that can make a big difference – like evaluating your overall asset allocation including your 401k assets, where you stand relative to your goals, and what actions you can take to keep moving in the right direction. When you partner with Index Gurus, you’ll have a trusted resource for comprehensive, objective, and affordable financial advice. The first step in our process begins with you taking action. We look forward to taking this journey with you.
Ready to find out more?
Contact us today for a free quote