What We Do
Location
123 Business Street, Suite 456
New York, NY 10001, USA
Contact us
Location
A strong retirement plan answers two questions: how much you’ll need and how you’ll get there. We help you create a clear path forward, without relying on guesswork.
Whatever your aspiration for life after after your career — we provide excellent portfolio management to help you grow your net worth. From keeping tabs on cash flow analysis to planning for your lifestyle goals, we love helping people continue flourishing in their golden years.
Retirement planning should analyze everything about your financial wellness while monitoring the external variants that are out of your control. Our retirement planning approach dives into the details and helps you avoid things like additional health taxes charged to fiscally-prepared retirees. Enjoy the peace of mind that comes from a holistic planning mindset.
From initial consultation to the last day of your career, we work to maximize your opportunities for a confident future you.
I have had the privilege of working with Akram for several years, and I can confidently say that my financial journey has been nothing short of exceptional. He actively monitors your investments, ensuring they continue to align with your goals.
I can't emphasize enough how grateful I am to have Akram and Regista Financial Strategies by my side in my financial journey.
For nearly seven years, Akram has been the guiding force behind my family's financial success. His expert financial advice and meticulous planning have consistently placed us on the right path toward our goals.
We couldn't be more grateful for his expertise and support. We look forward to many more years of his invaluable guidance.
Going through a divorce after 19 years of marriage meant that finances were deeply entangled. I needed clear, sound advice on where and how to move my funds as they slowly became unknotted from my ex.
Akram was there the whole time to help me understand where everything needed to go in the smartest way possible.
This first meeting is a chance to get to know each other. We’ll talk through your goals, concerns, and see whether a financial partnership makes sense.
Next, we gather information to build a complete picture of your finances. This includes your income, assets, debts, and life priorities.
With everything in place, we develop your personalized strategy. You’ll receive a clear breakdown of your current financial state, recommendations, and options.
We don’t disappear after the plan is built. We continue to monitor, adjust, and support you through every change. You’ll always have a trusted guide as life evolves.
