Ali Pahlavani, MBA, CFP, CHS
I specialize in customized financial security strategies for family owned businesses and self-employed professionals. I help you mitigate financial risk and achieve financial goals.
I recognize that everyone has a unique story and goals. When I meet with you, I listen to your story, and ask stimulating questions to help you identify and prioritize your short term and long term personal and financial goals.
These goals may include:
- Estate planning
- Business continuation or succession
- Retirement and investment objectives
- Family income protection
- Children’s education
- Disability income protection
Together, we’ll quantify your goals both in terms of dollar amounts and timing. We then do a comprehensive examination and review of your resources. I later use this information to arrive at recommendations that will provide the desired results as effectively and efficiently as possible.
For developing every recommendation, in addition to my own experience and knowledge, I draw on technical expertise of my support team of specialists. Depending on the case, I also work closely with your accountant and lawyer, and research tax and legal implications of each recommendation. I survey the insurance and investment market to find the most appropriate product recommendations.
Once all of this research is completed and the recommendation is developed, you are provided with a fully detailed and complete statement of your goals, the financial parameters involved, the problems identified and recommended solutions to those problems.
I also help you implement the recommendation, and stay in touch with you to monitor and update the adopted strategies. A financial security plan is ever evolving as is your personal and professional situation and objectives. Together, we will look at these changes as well as changes in external factors such as inflation and interest rates and determine if any modifications are necessary to help keep you on track and realize your goals.