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 and professionals enthused in building their fortunes. The primary office is in Downtown Brooklyn at 147 Prince St Brooklyn NY 11201. Clients are able to complete all work remotely.
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 for advice.
My Qualifications & Education:
- I am a CERTIFIED FINANCIAL PLANNER™ practioner
- I am an Enrolled Agent, allowing me unlimited IRS practice rights including tax preparation
- I have a Bachelors in Economics from Baruch College in NYC
- I completed a year of MBA classes at the Zicklin School of Business
- I completed CFA® Level 1 (42% Pass Rate)
Pricing:
Single: $1250 Initial Fee + $125 Monthly Fee
Couples: $2000 Initial Fee + $200 Monthly Fee
What You Receive:
- We will create custom Personal Financial Statements, allowing for a clearer perspective on your finances and potential quick wins
- Assistance setting financial goals and achieving them
- Reviews on insurance, estate planning and misc needs
- Quarterly check-in meetings to monitor your progress
- Unlimited text/e-mail support year-round
Why Taher Financial:
- Tax specialization lets me offer integrated financial advice that could save money 💰
- Investment specialization lets me add perspective to valuation questions on real estate, stock options and private businesses 🏢
- Low Overhead Business Costs = Long-Term Value Pricing for Clients ✅