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Tuesday 8am - 3pm Wednesday 8am - 3pm Thursday 8am - 3pm Friday 8am - 1pm

Malik In The Office

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Washington D.C., DC
Malik In The Office

Conversation starter for Financial Planning

01/09/2024

In a recent post, I discussed the importance of not trying to do everything yourself. This is especially true if you have complex needs or spend most of your time on manual labor. In such cases, you may not have the time or expertise to effectively plan. That's where I come in. If you need help with investment planning or advice, please contact me on LinkedIn. Stay connected by commenting "plan" below and let me know what you are planning for

10/15/2023

That’s crazy.

10/08/2023

Those who have yet to face hardship or experience the benefits of life insurance may not fully comprehend its value.

I know this from personal experience, as my father didn't have enough life insurance, and his absence affected my family both emotionally and financially, even to this day. That's why I'm driven to educate people about the importance of planning for the future and protecting their loved ones with life insurance.

Our team can help you create a comprehensive plan that safeguards your professional and business goals and provides a succession plan for when things change.

Remember, it's not a matter of if we'll pass away, but when, and having life insurance can make all the difference.

Address

2728 Marion Berry Avenue SE
Washington D.C., DC
20003

Opening Hours

Tuesday	8am - 3pm
Wednesday	8am - 3pm
Thursday	8am - 3pm
Friday	8am - 1pm

Website

https://calendly.com/malikintheoffice/initialmeeting

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It is essential to define how much is enough for you. If you do not want to consider this number arbitrarily, look at your bank statements (deposits & credit). Look at the items that you spend on the most and the items you spend most consistently. The step further is to start integrating the things you want that you have not yet included. Schedule time with my team to help with banking and planning. To get started, use the Wealth Plan in the Chase mobile app to understand your spending. ...#washingtondc #malikintheoffice #shawdistrict #lifeinsurance #financialplanning #wealthmanagement #businessbanking #homelending #professionalservices #dcresident #HENRY #HNWI #blackprofessionals #blackphysicians #blackowned #blackcommunity