(Our mission is to enrich the lives of those we serve)
What are the major categories of financial services?
Islamic Wills Trust Services believes in the confidentiality of its customers. The trust entrusted by our customers in us is always kept by us and never take that trust for granted. Our top priority is to provide a safe space to our valuable clients to share their concerns in utmost confidentiality and expect a guided and helpful plan in return. Any agreement, information, data or details shared with us by our clients are kept in secret and is never disclosed with anyone. The information is only discussed with the concerned personals (if agreed and mentioned by the client to disclose at the time of Will hearing). The guidance and information provided by us are totally unbiased. Any recommendation about financial services or investment shared by us with you are based on the requirements provided by you. We only assist you on financial services and investment opportunities that suit your needs.
Practical investment opportunities are based on market situation, careful research and profit calculation (as per Islamic Principles). Making decisions about channelizing and investing money into every changing and fluctuating market is a difficult task to do. Thus, we provide practical financial services that are based on long-term planning and are not affected by short-term market fluctuations. We at Islamic Wills Trust will guide on drafting reliable, long-term financial investment plan so that it could benefit you in future and doesn’t cost you a fortune.
What’s the key to financial success and stability? It’s proper planning. Planning is 80% of the work, if you plan well then you can surely invest your money wisely. Financial needs and assistance vary based on different aspects including a person’s current financial status, situation, and marital status etc. The financial needs of a single person may vary from the one who is married to someone who’s at the age of retirement. We understand these circumstances and hence provide customized financial services that meet the needs of individuals based on long-term and continuous planning. We involve our valuable clients in decision-making and planning process so that they know what’s happening and how it’s going to benefit them.
There are three most valuable steps that are undertaken by the clients when it comes to financial planning:
In this stage, the current wealth is calculated and based on it a strong and detailed financial plan and foundation is laid on which profit will grow over time. Moreover, during this process, allocation and usage of money for education, residence, savings, life insurance, marriage, and other expenses are combined and calculated including tax planning techniques to ensure efficient use of current and future income.
In this stage, we assist and guide our clients on how they can extend the efficient use of income with further diversified long-term investment strategies. These strategies are aimed at maintaining the current assets to ensure that a sufficient amount of funds are being saved and channelized for current spendings and for retirement as well.
We assist in allocating assets in a proper way for heirs so that they can avoid any unnecessary tax burdens during transfers of assets. The financial plans proposed by us after taking into consideration all the affecting factors such as economic conditions, market fluctuations, taxes, and inheritance laws etc that may occur in a lifetime of a client. We have the experience to formulate a plan carefully with your situation in mind, helping you to develop a long-term financial strategy for your needs.
Schedule your free consultation in our offices in Rockville, Maryland or in your house or online. We are also available to meet on weekends and after working hours. You may schedule your consultation by calling us at Toll Free 855-559-4557 or by emailing us at email@example.com.
Please note that appointments are typically scheduled two weeks in advance.