Retirement Planning Services
Customized solutions for high-net-worth individuals that incorporate faith-based principles and ethical considerations.
Retirement Analysis & Portfolio Optimization
Our tailored strategies are created to meet your unique financial goals and help you secure your financial future, while keeping your values aligned.
Social Security Strategy
We will help you maximize your benefits by analyzing your earnings history and assist you in determining the optimal claiming age based on your personal situation.
Tax & Estate Planning
We are committed to helping you minimize taxes, protect your assets, and ensure a smooth transfer of wealth to future generations. We offer Shariah-compliant strategies for tax-efficient investing, charitable giving, and estate planning.
Business Succession Planning
We will work with you to develop a comprehensive strategy for the transition of your business ownership and help minimize tax implications.
401(k) Planning
Let's maximize your retirement savings through tax-advantaged retirement accounts. We provide guidance on asset allocation, contribution limits, and withdrawal strategies.
Annuities
Annuities can help you secure a reliable income stream in retirement. We can help you select the right annuity product to meet your specific needs and risk tolerance.
Plan for Retirement with Confidence
Pursue a prosperous future, aligned with your values. Schedule a consultation today.
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.