Focus: Financial Education, Insurance Strategies, Retirement Income Planning, Investment Strategies
Bashar provides practical financial knowledge, delivers fact-based solutions to support your goals, and facilitates conversations that might not otherwise take place between spouses and family. The results: he helps you put your financial affairs in good order, safeguard your wealth, and avoid potential mistakes.
Bashar has spent his entire career working with engineers and analytical professionals. He understands your linear approach to problem solving. Though he can get into detailed calculations, he paints an objective real world, big picture understanding about important financial concepts to his clients and teaches them a framework for making optimal financial decisions.
In addition, Bashar recognizes that when life changes, money changes, and when money changes, life changes. Through financial transition solutions, he helps his clients to manage life and financial changes successfully. Major life changes include career changes, loss of spouse, divorce, inheritance, and other sudden money events.
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200 West Forsyth Street Suite 600
Jacksonville, FL 32202