Social Responsibility
At Takaful Wealth Management, we integrate ethical principles into everything we do. Our commitment extends from client services to supporting initiatives that promote financial education and economic opportunity in our communities.
Business & Community Associations
Many local businesses and community associations regularly host networking events, professional development workshops, and educational programs throughout the year, providing valuable opportunities for growth and connection:
- ABPA Illinois (Arab-American Business and Professional Association)
- Board Member & Treasurer
- Cultural & business networking events
- Community Retail Association
- Industry expertise & resources
- Chicago Sister Cities
- International business connections & Cross-cultural exchange programs
- Illinois Small Business Development Centers (SBDC)
- Free business consulting services
Entrepreneurship workshops and training
- Free business consulting services
Through these organizations, our community members can access year-round professional development opportunities, networking events, and educational resources to help grow their businesses.
*Associations listed are not affiliates or subsidiaries of MML Investors Services, LLC, or its affiliated companies.
Explore Our Financial FAQ's
What kind of ethical or faith-based financial planning does Takaful Wealth offer?
Takaful Wealth provides personalized, Halal and Shariah-compliant financial planning. Our services include retirement and insurance planning, charitable giving strategies, and business succession support. These are all rooted in values-based guidance.
What is Shariah-compliant investing?
Shariah-compliant investing avoids interest-based income and businesses that conflict with Islamic values. We use screened portfolios to align your investments with ethical and faith-based guidelines.
Who does Takaful Wealth work with?
We serve high-net-worth professionals and families…especially physicians, business owners, and entrepreneurs who are seeking customized, values-driven financial strategies. Whether you're navigating business succession, charitable planning, retirement, or multigenerational wealth transfer, we tailor every plan to your unique goal.
What kind of retirement planning does Takaful Wealth offer?
We help clients build retirement strategies that align with their values and long-term goals. Whether you're interested in Shariah-compliant retirement accounts, legacy planning, or income strategies for your later years, we tailor your plan to support both financial security and spiritual peace of mind.
Do you provide business valuation or succession planning services?
Yes. Takaful Wealth supports business owners and entrepreneurs with personalized business valuation and succession planning. From exit strategies to multigenerational wealth transfer, we help you preserve what you’ve built while preparing the next generation for leadership or legacy.
Do you offer health insurance or Medicare planning?
Yes. We offer licensed support with health insurance, Medicare options, and other coverage needs as part of a holistic financial strategy. Contact us to learn more about the options we provide.
Do you offer a free consultation?
Yes, we offer a complimentary initial consultation to determine if we’re a good fit. During this session, we’ll learn more about your financial goals and values and share how our personalized approach can support you or your family. There’s no pressure and no obligation, just an open conversation to explore what’s possible.
What areas do you serve?
We work with clients locally from our offices in Lisle and Chicago, and we serve families and professionals throughout the Chicagoland area including Naperville, Lombard, Willowbrook, Palos Hills, Bridgeview, and surrounding western suburbs. We’re also licensed in multiple states and can support clients nationwide depending on your location and needs.
Let's Build a Plan Together.
Book your complimentary consultation today and choose from conveniently located offices in Lisle and Chicago, Illinois or choose our video call option. We look forward to connecting with you.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 30 S. Wacker Dr, Suite 2700 Chicago, IL 60606. 630-441-1000. Takaful Wealth Management is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.