A Little Bit About Us...

Services

Our company has many services in different areas of financial planning such as:
 

  • Divorce and separation planning

  • Education planning

  • Retirement planning

  • Estate planning

  • Small business planning

  • Insurance planning

  • Succession planning

  • Investment planning

  • Tax planning

Products

We offer Products in all three branches of finance.

  1. Insurance

  2. Investments

  3. Lending

Our Vision

Our vision is to help as many clients with the highest quality care and to the best of our ability.
 

Whether you are a single person thinking of going back to school, a young couple who is just starting a family, a middle aged family approaching retirement, or you are approaching retirement and are thinking about estate planning, you need a plan to help you achieve your goals and have a smooth transition to the next stage of life.
 

As a financial planner our job is to help you to design a strategy for most of the life changing events that will happen to you. This includes the best case and worse case scenarios.

A great financial plan will take into account your investments, taxes, insurances, and laws that are applicable to you, and it will help you through life. A good financial plan involves taking a step back and looking at the whole picture.

TESTIMONIALS

Amir

Modonpour

I have learned a lot from Amir as a colleague. He has such great and powerful knowledge when it comes to corporate owners protection.

if you have a corporation you do want to speak to Amir and get some financial advice.

Amir Karami is one of the most professional person you can ever meet. He will take the time to review your situation and recommend a plan that is best suited for your needs. He has the integrity, knowledge and is an ethical person.

 

He will go the extra mile to help you and his level of customer service skills is second to none in order to ensure that his clients have the service that they truly deserve.

Amir was a pleasure to meet. He knows exactly what you need and how to guide you.

 

I have put my whole trust in his experience and  I would highly recommend Amir for your financial services. I guarantee you won't be disappointed.