Services

Client Centered

While working with you to develop a customized financial strategy, we can walk you through a step-by-step process to help make you feel more comfortable with your decisions.

Once your goals have been established, we can customize appropriate strategies designed to suit your vision and objectives. We can help you execute a financial strategy utilizing the following products and services:

Investment strategies
Insurance and annuity products
Retirement planning
Estate planning strategies

401(k) Plans and Group Medical Benefits

Benefits are key for employee attraction and retention

In today’s competitive labor market, it is important to attract and retain valuable employees for the success of our businesses. Employees are not just looking for a paycheck anymore. They want to have access to health and retirement benefits provided by their employer.

For employers, setting up the right retirement plan, such as a 401(k) plan, and group medical benefits has become an essential part of their employee retention strategy.

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.

Multi-Generational Planning

Enjoy your wealth while planning for future generations

Every generation likes to leave the next generation in a better position to have a good quality of life. We can realize this opportunity during our lifetime if we focused on multi-generational planning. The process begins with identifying the individuals we would like to take care of. Secondly, it involves setting aside financial resources towards our purpose and monitoring the assets to ensure they align with our goals.

It's never too early or late to plan towards your legacy. Let us help you pursue your dream.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

shafiq@60financial.com | 646-425-4251