Find out how Zahid Syed's customized advice can minimize your taxes and preserve your wealth and leave lasting legacy. As the Principal and Insurance Advisor for Orooj Financial, I've been committed since 2001 to helping business owners & professionals implement, grow, and partake in the best possible outcomes for their financial future.
I have a deep understanding that life is already complicated, and my clients don't need the added stress of worrying about insurance and estate planning arrangements. I pride myself in my ability to listen to what my client's goals in life and finances are. I then make the process of pairing them with their best financial options, as simple as possible.
I have a deep understanding that life is already complicated, and my clients don't need the added stress of worrying about insurance and estate planning arrangements. I pride myself in my ability to listen to what my client's goals in life and finances are. I then make the process of pairing them with their best financial options, as simple as possible.
Services
About Us
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We have worked hard to make financial and insurance services very clear and simple for you. Whatever your walk in life is, we have the most innovating products and services to fit your needs. Together we will examine your goals and well balanced financial plan that's right for you.
As a Chartered Life Underwriter and Certified Health Insurance specialist, my education and designation allows proper underwriting of your life, critical illness, disability, and long term care and group insurance policies, so you get paid when you need them the most.Since 2001 we have paid several life, disability and critical illness insurance claims.
As a Chartered Life Underwriter and Certified Health Insurance specialist, my education and designation allows proper underwriting of your life, critical illness, disability, and long term care and group insurance policies, so you get paid when you need them the most.Since 2001 we have paid several life, disability and critical illness insurance claims.
Case Studies
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A 35 years old couple got married few years ago, they purchased the house with $500000 mortgage. They wanted to insure balance of their mortgage and monthly mortgage payments. We put in place all-in-one insurance policy in place for $500,000 which will insure them for $500,000 for life insurance, $100,000 for critical illness and $2500 per month disability benefits.
Single
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If no one depends on you for financial support; your path to financial security should be relatively short and smooth. But it is a journey you should definitely begin. Start by implementing the basic-reducing debt, starting a saving program and planning for retirement. Life insurance also makes sense if your parents or siblings depend on your income.
Young Families
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When you start a family, expenses are high and you may not be at your peak earning potential. Life insurance will secure your finances long-term and protect your family. Start investing, insuring and saving early to cover costs of your children's post-secondary education! Pay off outstanding debts, cover daily expenses and keep money aside for taxes and funeral costs.
Established Families
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At this stage of your life, your job may pay well but expenses could peak. Your work hours may take up much of your day and you may not have enough time to sit and plan out emergency funds when the need arises. Your children may have grown up fairly by this phase so education funds and independent accommodation may eat into your savings.
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