The Hajdari Group advisors will conduct an in-depth review of your personal finances, your investments and your business finances, but we don’t stop there. We also dive deeply into your visions, values and passions -because each is equally important to the development of your comprehensive life plan.
Our advisors guide you through portfolio design and the emotional element of investing to select the portfolio best aligned with your goals, risk tolerance, stomach for volatility, needs for liquidity and tax considerations among other factors. We use a powerful combination of theory, education, modeling results and Monte Carlo return simulations to guide critical discussions about priorities and tradeoffs related to your planned retirement age, your lifestyle and your savings.
Our team of investment management and financial planning experts at The Hajdari Group along with a network of independent CPA’s and attorneys we may recommend will evaluate the intricacies between all elements of your Financial, life and estate plan. Our goal is to provide you with the most value — as you define it — both today and tomorrow. Finally, to facilitate financial success, we continue to monitor measure and update your plan through scheduled meetings.