FINANCIAL ADVISING & FIXER
FOR AMBITIOUS PROS & ENTREPRENEURS
Samir is a fee-only financial advisor, Enrolled Agent Tax Preparer, and Certified QuickBooks ProAdvisor Bookkeeper, based in Savage, MN, serving ambitious professionals & entrepreneurs
Take control of your finances, career & business
I’m Samir, a fee-only financial advisor based in Savage, MN, serving ambitious professionals & entrepreneurs. Empower yourself and gain advice, tools, and connections specific to your situation and goals.
We provide fee-only financial advisory services
Serving ambitious professionals & entrepreneurs
I have experience covering general financial planning principles, investment planning, retirement savings and income planning, risk management and insurance planning, tax planning, estate planning, professional conduct and regulation, and education planning.
Empower yourself and gain advice, tools, and connections specific to your situation and goals
To help people plan & implement towards financial & career independence
We specialized in credit counseling for people who really had nowhere else to go. Tough conversations and real stories abound, I’ve been chasing that sense of personal fulfillment ever since. Join the movement, and let’s claim back your time and find financial independence. Empower yourself and gain advice, tools, and connections specific to your situation and goals.
Schedule a qualifying meeting to get to know each other better.
We answer all email and requests as they come in. If you have an urgent matter or would like to place an order please click the link below to give us a call.