WHY ZAKI FINANCIAL

Trusted, Professional and Secure

 

OUR SERVICES

ISLAMIC VALUE-BASED INVESTMENT

- Screening your stocks or your entire portfolio for compatibility with Islamic values (in-house, IdealRatings, and audited by our scholar)

- Find out what is your risk tolerance to see your investment style

-Study your portfolio to help you allocate your current investment to better fit your risk tolerance and goals

- Invest with Zaki. we offer Separately Managed Accounts (SMA) that are well diversified, professionally managed by McLaughlin Asset Management, and held at trusted custodian Charles Schwab.

ISLAMIC FINANCIAL PLANNING

- In-depth assessment of investment portfolio
- Very comprehensive retirement planning with how much to save and when to retire including social security planning, stress-testing and different scenarios
- How much you need for each child for public, private or specific college and how to achieve it
- Tax filing and best tax strategies
- How much insurance is needed and what is halal
- Estate planning including Islamic distribution, wills and trust guidance, and estate tax strategies
- Charitable giving legacy strategies