Initial Consultation

At Hakim Financial Incorporated, we have always strived to put people first and make our client needs our top priority. Our success is measured by our ability to help clients solve financial problems and achieve financial goals. We look forward to the opportunity to be your financial representative. 

Our initial consultation begins with an introduction, and later a questionnaire that provides both objective and subjective data. While it is important to have a complete inventory of client assets so that we may quantify the problems and offer solutions, it is critical to understand our clients` goals and objectives. No single solution will work for every client.

Successful investing brings financial security. Because of this, we, ignore, the narrow approach of attempting to beat the performance of the index that happens to be "hot" at the moment. Neither does it attempt to time the movements of the financial markets. Instead, we apply a time-tested, disciplined process to design an investment strategy uniquely tailored to give you the greatest likelihood of achieving your lifetime financial goals. We use the planning process to determine your present and future financial needs, create a personal investment strategy, and then calculate the rate of return you will need to achieve these goals.

This is your 'target' rate of return. We believe that you should know the specific amount of risk that is necessary to achieve this target return. With this information, you will be in the best position to determine the trade-off between short-term volatility and long-term returns that best suits your temperament.

We endeavor not only to help build wealth for our clients, through sound investment recommendations, but also to retain wealth, through risk reduction, sound tax and estate planning strategies.

Please call us to set up an appointment.