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6425 Powers Ferry Road, Suite 290, Atlanta, GA 30339

646-425-4251
shafiq@60financial.com
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Our Practice


We are committed to helping people pursue their financial goals.  We offer a wide range of financial products and services to individuals and business owners.  We believe you will be better able to identify your goals and make informed decisions to help reach them by our providing you financial education and information.

Please call us if you have any questions about us or the range of financial products and services we provide. 

Purpose Driven Financial Future

A unique way to think about your financial wellbeing

Our vision is to inspire you to create a purpose driven financial future where you have an opportunity to plan your financial destiny with a purpose in mind.  It is important for you to know WHY are you taking certain financial actions.  We believe purpose driven financial planning will bring joy in your life as you plan for your own financial well-being, look after your loved ones, and aim to create a meaningful impact to humanity.

Let us help you plan your financial goals in a purposeful manner.

Risk Mitigation and Wealth Creation

Important topics to address as part of your financial success

In financial planning, it is important to identify and understand the risks we might be facing.  Once we have identified the risks, the next step is to address the risks.  Risks that can have substantial negative impact to our financial wellbeing should be transferred through proper insurance coverage.  Examples of this include, purchasing suitable, Health Insurance, Life Insurance, Disability Insurance, Long Term Care Insurance, Home Insurance, Car Insurance, etc.  Addressing our risks will allow us to minimize our out-of-pocket expense over the long term.

Wealth Creation is a process by which we can enjoy a good quality of life with our loved ones.  This starts with creating a monthly financial budget and savings habit.  The objective should always be to spend less than what we are earning.  Once the rainy-day savings has been met, the next goal should be to save and invest to allow our money to grow over time.  It is important to diversify our investments and be tax efficient so we can have more money to ourselves.  

Tax Efficient Retirement Planning

Understand the impact of pre-tax and post-tax savings

The Internal Revenue Service (IRS) has given us opportunities to save for our own retirement.  It is important to understand the pros and cons of tax-deferred vs after-tax contributions to our retirement savings.  Most employers offer 401(k) plans that have both options available.  Furthermore, as individuals, we can also establish Traditional Individual Retirement Account (Traditional IRA) and/or Roth Individual Retirement Account (Roth IRA).  It is important to understand the difference between the two types of IRAs.

Tax-deferred annuities are another vehicle where we can save for our retirement.  Annuities are offered in many forms, including variable and fixed annuities. 

There are also certain investment type of life insurance structures that allow us to save towards our retirement in a tax efficient manner.  

It is important to work with appropriate financial professionals that are well versed with these financial instruments to be able to design solutions that meet your need.

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