The cost of our professional services is based on a percentage of the value of the investments we manage. This is debited directly from your investment account and includes ongoing retirement and tax planning, plus many additional services. Most people find this to be about 1% per year.

We are big on transparency, so your statements are clear and straightforward. One benefit of our fiduciary commitment to our clients is that we disclose any conflicts of interest, so you know you are working with a trusted team that works in your best interest.

We also begin a new relationship with a one-time financial planning fee. This varies depending on your needs and complexity and is discussed during your first no-cost Discovery meeting.

Yes, at Quraishi Law & Wealth, we not only offer proactive tax planning, but we also prepare and file tax returns for most of our clients. Filing taxes typically involves looking back, but our approach integrates forward-thinking strategies that enhance tax efficiency both now and in the future.

Our proactive tax planning focuses on helping you save taxes efficiently before retirement and optimizing tax-efficient withdrawals during retirement. By preparing and filing your tax returns, we can directly apply these strategies and measure the actual tax savings achieved, ensuring that the planning aligns perfectly with the outcomes on your return. This integrated approach allows us to continually refine and optimize your financial strategies effectively.

Yes, we are proud to act as fiduciaries for our clients. This means we are legally and ethically obligated to put your interests ahead of our own at all times. We are committed to providing transparent, honest, and impartial advice, ensuring that the financial decisions we help you make are tailored to your best interests.

We specialize in offering a comprehensive suite of services that include estate planning and proactive tax planning, but these services are exclusively available to our wealth management clients. We believe in a holistic approach where managing your wealth effectively involves integrating all aspects of your financial life.

By focusing on comprehensive planning for our wealth clients, we ensure that each component of your financial strategy—whether it's estate planning, tax optimization, or investment management—works harmoniously towards achieving your overall financial goals. This integrated approach is crucial for creating a robust and effective strategy tailored to your unique needs and objectives.