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Chief Executive OfficerYasir Zia

With over 15 years of experience in the financial services industry, my career began in the pharmaceutical industry where I quickly rose to the position of Sales Manager, enjoying success for a few years.
However, everything changed in June 2005 when my father had a sudden brain hemorrhage. He was hospitalized for a month before passing away at the age of 44 years old.
This tragic event in my personal life led me to reevaluate my priorities and led me to the financial services industry. I wanted to make a direct impact on people's lives and help them 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 committed to serving them with the highest level of professionalism and integrity. With my personal experience, I understand the importance of financial planning and I am here to guide my clients through the process to reach their financial goals.
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Wealth preservation is important because it helps individuals and families to preserve and grow their assets over time. This includes investment planning, tax planning, retirement planning, and other strategies to help individuals and families achieve their financial goals while minimizing risk.

Comprehensive financial planning services involve creating a comprehensive plan to help individuals and families achieve their financial goals. It includes analyzing a person’s current financial situation, identifying their goals and objectives, and creating a plan to achieve them. This plan can include elements such as budgeting and cash flow management, investment planning, retirement planning, tax planning, estate planning, insurance planning, and risk management.

A comprehensive financial plan takes into account all aspects of a person’s financial life and provides a holistic approach to achieving their financial goals. It is a dynamic process that is reviewed and updated regularly to ensure that it remains relevant and effective.

Comprehensive financial planning can help individuals and families to achieve financial security and peace of mind, providing them with the tools and strategies they need to manage their finances effectively. It can also help to reduce stress and anxiety and enable them to enjoy their lives more fully.

Comprehensive estate planning, asset protection, and wealth preservation are all related, yet distinct areas of financial planning that work together to help individuals and families secure their financial future.

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.

Asset protection is the process of protecting a person’s assets from creditors, lawsuits, and other potential liabilities. It can include creating legal structures such as trusts, LLCs, and corporations, as well as implementing insurance, risk management, and other strategies to safeguard assets.

Wealth preservation is the process of preserving and growing a person’s assets over time. It can include investment planning, tax planning, retirement planning, and other strategies to help individuals and families achieve their financial goals while minimizing risk.

When all these areas of planning are integrated and coordinated, it provides a comprehensive approach to securing a person’s financial future, providing peace of mind, and protecting assets for future generations.

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Get In TouchContact Yasir Zia

Expert guidance for achieving financial freedom and security.

Connect with us to start planning your financial future today
Address
5054 Dorsey Hall Drive, Suite 205, Ellicott City, MD 21042
Phone
855-559-4557
410-903-1396
Email
Yasir@fp.financial
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Curriculum VitaeYasir Up Close

  • Work experience
  • Consultancy ethic
  • Awards & Honours
  • 20014- Present Advanced Planning Services, Financial & Estate Planning, and Asset-protection Planning.
  • 2011-2014
    Life Insurance, Retirement Planning, Fixed Annuities, Long Term Care Insurance, Small Businesses Planning, and Specialize in Disability Insurance for business owners, Doctors, and Lawyers. and other Financial Services.
  • 2006-2011
    Disability Insurance Producer.
  • 2004-2006
    Government Sales, Research Med-Surge, Hospital. Lab and Pharmaceutical Supplies.

I have been in the financial services industry for over 15 years. I started my career in the pharmaceutical industry, working for a company that supplied the US Federal Government. I was quickly promoted to Sales Manager and enjoyed success for almost two years.

However, everything changed in June 2005 when my father had a sudden brain hemorrhage. He was hospitalized for a month before passing away.
This tragedy made me reassess my life and what was important to me. I decided that I wanted to help people in a more direct way, which is why I came into financial services. 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

  • ¬†
  • 2005: Sales Manager of the Year award in Pharmaceuticals¬†
  • 2012: Career Life Success Award
  • 2013: Advisor of the Month.
  • 2014: MassMutual Leaders Qualifiers.
  • 2014:Disability Insurance leader of the year.
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Check Out My Work

Consultancy Cases

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More Than Just Business

Big Clients
Great Reviews

We take great pride in the satisfaction of our clients and are honored to have earned their trust and positive feedback. Here, you can read first-hand accounts of the experiences of our clients and the level of service they have received from our team. Our goal is to provide unparalleled service and support to all of our clients, and we are constantly striving to improve and exceed their expectations. We believe that our clients are the best judges of the quality of our service and we invite you to read their reviews and learn more about the experiences of working with us.
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The right investment
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Where to find us?
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Get in touch
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