FINANCIAL ADVISING & FIXER
FOR AMBITIOUS PROS & ENTREPRENEURS

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Samir is a fee-only financial advisor, Enrolled Agent Tax Preparer, and Certified QuickBooks ProAdvisor Bookkeeper, based in Savage, MN, serving ambitious professionals & entrepreneurs

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what we do

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. 

CLIENT FOCUSED
Value oriented
Quality obsessed
People centric
What we do

We provide fee-only financial advisory services

Career

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

Career

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

Spending/saving plan, Debt/credit, Investments, Taxes, Employee benefits, Insurance

Finance

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

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

Business

We always guarantee a good quality on to ensure clients' satisfaction
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experience excellence

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. 

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Join the movement

Empower yourself and gain advice, tools, and connections specific to your situation and goals

Schedule time with me
CAREER FIT ASSESSMENT
WEALTH POTENTIAL ASSESSMENT
INVESTOR COMPOSURE
Testimonials
Curious about what people say about us & our services?
This is a excellent company! personally enjoyed the energy & the professional support the whole team gave to us into creating website.
Herman MillerGraphic Designer
I wanted to hire the best and after looking at several other companies, knew Jacob was the perfect guy for the job. he is a true professional.
Jeremy SmithCreative Head
Their team are easy to work with and helped me make amazing websites in a short amount of time. thanks again guys for all your hard work.
Shoko MugikuraCreative Director
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. 

Get in touch with us

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

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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.

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