Toll Free#855-559-4557

5054 Dorsey Hall Drive, Suit 205Ellicott City, MD 21042

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We Want You To Succeed

Grow Your Business

Elevate your business success with expert financial strategy: Freedom Path Financial's dedicated guidance for achieving financial freedom.

Make it Successful Now

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Building Business Effective

Delivering Promises

Secure your financial future with confidence: Freedom Path Financial's expert strategy and commitment to delivering on our promises.

View Our Portfolio

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Totally Commited

PERSONAL RELATIONSHIPS ARE IMPORTANT TO US

Achieving financial freedom, together: Freedom Path Financial's personalized approach to building trust and securing your future.

Modern Solutions

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Where Can We Help

PERSONAL RELATIONSHIPS

Empowering you to take control of your financial future: At Freedom Path Financial, our expert advisors provide personalized guidance and a comprehensive understanding of your unique financial needs. By working with a limited number of clients, we're able to give each one the attention they deserve and help them make smart financial and investment decisions, leading to greater confidence in their financial future.

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BUSINESS DEVELOPMENT

Achieving success with purpose: At our boutique Business Development, Management, and Strategic Advisory Firm, we strive to be the premier choice for companies looking to enhance profitability, drive growth and make a positive impact. We provide tailored solutions and expert guidance to help businesses reach their full potential and make a meaningful impact.

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DENTISTS & MEDICAL PROFESSIONALS

Empowering healthcare professionals to take control of their financial futures: At Freedom Path Financial, our team works with dentists and doctors to create personalized financial plans for achieving financial independence and realizing life goals.

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LIFE INSURANCE PLANNING

The main purpose of life insurance is to replace the lost income of a breadwinner in the event of his or her death. Life insurance is a contract between you an da provider that states the amount the company will pay

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ESTATE PLANNING

Estate planning is the process of creating a plan to manage and distribute a person’s assets and wealth after their death. It involves creating legal documents such as a will, power of attorney, and healthcare directives, as well as creating trusts, if necessary. The goal of estate planning is to ensure that the assets are distributed according to the person’s wishes and to minimize taxes and administrative costs.

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COLLEGE PLANNING

College planning is the process of preparing for the financial costs associated with higher education. It includes researching college options, understanding financial aid options, and creating a plan to save and pay for college. It’s important to start early, as college costs can be significant, and the earlier you start saving, the more time your money has to grow. With the right plan, college can be an affordable and attainable goal for families of all income levels.

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ISLAMIC ESTATE PLANNING

Islamic estate planning is a process of creating a plan to manage and distribute a person’s assets and wealth in accordance with Islamic law, also known as Shariah law. It involves creating legal documents such as a Trust and/or will (al-wasiyya) to ensure that assets are distributed according to the principles of Islamic inheritance, which include fairness, equality, and justice. It can provide peace of mind and protect the interests of loved ones while ensuring compliance with Islamic law.

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OUR STORY AND SERVICES WE OFFER

Our President
Yasir Zia

With over 15 years of experience in the financial services industry, I bring a wealth of knowledge and expertise to my clients. My background in the pharmaceutical industry as a Sales Manager provided me with a strong foundation in sales, marketing, and management. However, a personal tragedy in my life led me to reevaluate my priorities and pursue a career in financial services.

I am passionate about helping individuals and families achieve financial security and peace of mind. I take a personal approach to work with my clients, understanding their unique circumstances, goals, and objectives. My mission is to empower my clients to achieve financial freedom and I am dedicated to serving them with the highest level of professionalism and integrity.

I am committed to my clients and providing them with the security and peace of mind that comes from knowing their finances are in good hands. That is my mission and I am proud to serve my clients to the best of my ability

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ENRICH THE LIVES OF THOSE WE SERVE

OUR MISSION

Empowering healthcare professionals to secure their financial futures: Our dedication to serving the medical community and business owners with specialized financial solutions.

About Us

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Dedicated To Your Business

Better Business With Avantage

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Yasir Zia

President

Elevating your financial success: Advanced Planning Services for Affluent Physicians and Business Owners. Our expertise includes Wealth Enhancements, Estate Planning, Insurance Strategies, Asset-protection planning, Charitable giving, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Financial Education, and Retirement Income Planning. We are dedicated to providing tailored solutions for protecting your lifestyle and achieving your financial goals.

Securing your financial future: Comprehensive solutions for protecting your lifestyle and achieving your goals. Our services include Life and Disability Insurance, Estate Planning, Tax Planning, Retirement Planning, Annuities, Charitable Giving, Executive Benefits and more. Trust us to provide the expert guidance you need.

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Simon Zheng

MANAGING PARTNER

Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Charitable Giving, Special Needs (ChSNC Required), Financial Education

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Mike Jones

FINANCIAL ADVISOR
CFBS, MBA, RICP®

My combination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals, estate strategies, and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income, or health insurance, I promise you a new level of attention, insight, and capability.

Specialties: Finding the right health insurance plan for you, even if you have been told by others that you are uninsurable. Often I can get you approved in minutes.

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