Advice-Only Fiduciary
An Advice-Only Practice (Not Fee-Based).
Specialized Investment Management
Tailored portfolios designed to maximize upside potential while aiming to minimize short-term downside volatility.
Comprehensive Financial Services
We help to complete your taxes, perform business accounting services, conduct insurance reviews, check up on estate planning, etc.
Advanced Tax & Cash Flow Analysis
We take pride in creating advanced tax strategies and forecasting cash flow.
TAHER FINANCIAL PLANNING (TFP) is an Independent Fee-Only Financial Planning practice based in NYC. My clientele primarily includes executives within the private and public sector, as well as minted professionals enthused in building their fortunes. The primary office is in Downtown Brooklyn at 147 Prince St Brooklyn NY 11201. Since TFP is very tech-savvy, clients are able to complete all work remotely if desired.
About Advisor:
My name is Rahimul Taher, CFP®, EA. Because of my comprehensive understanding of finance, tax, and accounting, I am able to offer one-stop-shop financial services through TAHER FINANCIAL PLANNING & TAHER TAX.
I am most proud of my work with clients who have started with little and have progressed greatly with their finances. Although my clients are primarily high-income earners, I welcome people of all backgrounds to inquire if I may be able to assist them.
My Qualifications & Education:
- I am a CERTIFIED FINANCIAL PLANNER™ practioner
- I am an Enrolled Agent, allowing me unlimited IRS practice rights
- I am a CFA Candidate, having completed CFA® Level 1 (42% Pass Rate)
- I have a Bachelors in Economics from Baruch College in NYC
- I have completed a year of MBA classes at the Zicklin School of Business