OUR SERVICE PACKAGE
A written analysis of each of your dreams and the financial resources that you will need to accomplish them.. your personal financial coach walking every step with you, your children and grandchildren to realize your dreams…
We walk you through detailed aspects of your financial position and present current vs proposed improvements and recommendations
PORTFOLIO MANAGEMENT SYSTEM
Aligning your risk tolerance and time horizon(s) to a specific portfolio and an investment strategy that is designed to help you achieve your dreams
BANKING RELATIONSHIP REVIEW
A review of your current banking relationships and a breakdown of how you an reduce your borrowing costs and increase the rate of return on your savings. We may also be able to negotiate better terms on any other banking and financial services that you utilize
RISK MANAGEMENT REVIEW
A review that assesses and describes the potential risks associated with the achievement of your financial dreams as well as a study of your current insurance coverage and estate needs
We are one call away, whether you would like to meet in person, on the phone or prefer communicating by email, we are here to hear your thoughts and concerns and work together to give you peace of mind
NEWSLETTER SERVICE & WEEKLY MARKET UPDATES
Weekly insights into markets and a free subscription to our mailing list to access quality news service providers. Keeping you abreast of trends in the financial markets
We provide referrals to and liaise with other professionals such as accountants, actuaries and tax lawyers as needed
Copyright © 2015 Ahmet Jakupi Financial Services. All Rights Reserved.
Private Wealth Management - Investment Management - Financial Advisors
Incorporated under Wagner Jakupi Financial Solutions Inc.