Issac Hafif

At Tailored Wealth Management, we understand that every individual has unique financial goals and concerns. As a seasoned financial services provider, we are committed to helping you navigate the complex world of financial planning, insurance, and investments. With 29 years of experience as an independent professional, our team has the expertise and resources to provide personalized solutions tailored to your needs.

Our Mission Statement

Our mission is to provide exceptional financial services that empower individuals to achieve their goals and maintain their wealth. We believe in building long-term relationships built on trust, honesty, and integrity. Our team is dedicated to helping you make informed decisions about your financial future, and we are committed to providing the highest level of service and expertise.

Our Services

We offer a comprehensive range of financial services, including:

• Health Insurance: We can help you navigate the complex world of health insurance, ensuring you have the coverage you need to protect yourself and your loved ones.
• Life Insurance: Our team can help you explore the various life insurance options available, including term life, whole life, and universal life insurance.
• Medicare Supplements: We can guide you through the process of selecting the right Medicare supplement plan to meet your needs and budget.
• Annuities: Our team can help you understand the benefits of annuities, including fixed and variable annuities, and determine which option is right for you.
• Retirement Planning: We can help you develop a comprehensive retirement plan, including strategies for income generation, tax optimization, and estate planning.
• Investment Planning: Our team can help you create a diversified investment portfolio, including stocks, bonds, mutual funds, and other investment vehicles.
• Estate Planning: We can help you develop a comprehensive estate plan, including wills, trusts, and probate avoidance strategies.
• Tax Planning: Our team can help you minimize your tax liability, including strategies for tax-deferred growth and income.

Our Team

Our team is comprised of experienced financial professionals who are dedicated to providing exceptional service and expertise. We believe in a team approach, where every client receives our undivided attention from planning to execution to follow-up. Our team is committed to staying up-to-date with the latest developments in the financial industry, ensuring that our clients receive the most effective and innovative solutions.