man smiling brightly

Samir is a fee-only CERTIFIED FINANCIAL PLANNER™, hands-on fixer, 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. 

Value oriented
Quality obsessed
People centric
What we do

We provide fee-only financial advisory services


Salary/benefits negotiation, Role enhancements, Certifications, Resume review & Job search


We offer quality services with the best possible performance from our professional staff
Read More


Cashflow (Spending/Saving) Debt/Credit, Investments, Taxes, Employee Benefits, Estate, and Risk Management


We guarantee a professional and competent response when we deliver our purpose
Read More


Bookkeeping, Cash flow/funding, Marketing, Operations, Coordinating corporate & personal planning


We always guarantee a good quality on to ensure clients' satisfaction
Read More
business people having
experience excellence

Serving ambitious professionals & entrepreneurs

I have experience covering general financial planning principles, investment planning, retirement savings and income planning, risk management planning, tax planning, estate planning, professional conduct and regulation, and education planning. 

Our Mission

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. 

Curious about what people say about us & our services?

Schedule a qualifying meeting to get to know each other better.

Let's discuss now
Get in touch with us
We respond within 48 hours

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.