Financial security isn’t a gamble. It demands a partner who prioritizes your goals above all else. Itqan Financial Planners are the elite of their field, rigorously trained and ethically bound to put your needs first. They go beyond qualifications – their commitment is to crafting a personalized roadmap to your financial freedom. Don’t settle for anything less. Secure your tomorrow, today.
Your financial future shouldn’t be a guessing game. Itqan Financial Planners are held to the highest standards. They undergo rigorous training and commit to ethical practices, ensuring your needs are always prioritized. Itqan’s Financial Planners aren’t just qualified – they’re dedicated to crafting a personalized roadmap to your financial success. Through a multi-step certification process, they gain the skills and real-world experience needed to tackle any financial challenge, big or small.
ITQAN® professionals have the knowledge required to deliver holistic financial planning services, and they must fulfill continuing education requirements.
ITQAN professionals are CPAs, CFA (set by the Certified Financial Planner Board of Standards, Inc.) or CFAs ( issued by the internationally recognized Chartered Financial Analyst Institute) which tests their ability to apply financial planning knowledge to real-life situations and ensures that they are highly qualified to help you plan for your financial future.
ITQAN® professionals have at least 2 years of real-life experience providing financial planning services. ITQAN® professionals have at least 2 years of real-life experience providing financial planning services.
ITQAN® professionals commit to follow a code of ethics and standards set and enforced by ITQAN®’s board. They can receive sanctions for not abiding by them, and even risk losing their certification.
Feeling lost in the financial maze? Itqan Financial Planners are your navigators, guiding you with expert advice – whether you need a one-time fix or a personalized roadmap to your dream future. They’ll break down complexities, craft strategies just for you, and empower you with the knowledge and clarity to make smart choices today and secure a brighter tomorrow.
Make sure you and your nest egg are ready for your later years.
Fine-tune investment strategies to enable a brighter financial future.
Get informed on the types of insurance that can provide the coverage you need
Get ahead of tax season and potentially limit your tax liability.
Take control of your credit and debt through careful planning.
Ease the burden on loved ones who may have to make decisions about your health or finances, and protect your beneficiaries.
Unlike many financial advisors, ITQAN Financial Planners are fiduciaries, legally bound to prioritize your needs above all else. This isn’t just a promise, it’s their core principle. Every decision, every strategy is crafted with your best interests at heart. Their commitment is clear: your financial success is their top priority.
ABOUT US:
ITQAN helps business buyers and sellers find their best matches for M&A. Our advisors introduce marketing and decision support systems to boost companies’ sales before and after acquisition. We also offer a variety of other services including real estate investment, EB-5 Visa Assistance and Financial Planning
HOURS
Monday – Friday 9:00AM – 5:00PM
ORGANIZATION AFFILATIONS
