Financial Planning Catered to you, for you

Why Choose Jamal Khan Financial

Excellence

With a culture that goes above and beyond expectations, we strive for excellence and to deliver on our commitment to grow your business from the top and bottom line. We take personal responsibility and are fully accountable to ensure we deliver on the high level strategic consulting you deserve.

Collaboration

Prided on the collaborative efforts of the strongest team of professionals possible and working in conjunction with your team of lawyers, accountants and other advisory professionals ensure value is added and that your best interests are always ensured and delivered on.

Expertise

We are life long learners and seek continuous improvement, which has made us experts and specialists in our space. We understand there is no generic or one size fits all approach to a comprehensive plan. Our planning framework is to always seek out solutions to your good money problems and begin any engagements by clearly understanding your long-term goals first.

Independence and partnerships

Not being bound exclusively to any one financial services company, gives us access to the best and broadest offerings in the industry. This assures unbiased and objective advice. We have several strategic partnerships with financial services companies, industry partners, advisory professionals, and the broader business community.

What does a comprehensive financial strategy include?



What does a comprehensive wealth management strategy include?

  • Custom-design your portfolio based on your needs for income, growth and security
  • Diversify to manage risk and achieve return objectives
  • Review and rebalance on an ongoing basis

In consultation with your tax advisors, we can help you identify tax minimizing strategies that can:

  • Protect your wealth
  • Enhance your after tax retirement income
  • Minimize estate taxes
  • Maximize retirement savings and income
  • Coordinate transition into retirement
  • Assist with business succession
  • Assist with tax-advantaged strategies to fund a family member’s education

We can introduce you to a banker to assist with:

  • Cash flow management
  • Personal credit and lending
  • Business financing and leasing
  • Protect your financial security
  • Enhance your after-tax wealth
  • Minimize impact of estate taxes
  • Identify opportunities to protect your estate for your family
  • Help simplify estate settlement
  • Help you create an enduring family legacy
  • Clarify your financial goals
  • Create a net-worth statement
  • Recommend planning strategies

Meet the Team

Andy

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Jarrod Merkel

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Larissa

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Terry Schorn

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Sasha Ramnarine

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