Retirement

Investments that can help you build a more secure future should be an important element in any retirement plan, especially given the uncertainties now surrounding Social Security.  Save for retirement with ShariaPortfolio and get access to our broad range of halal...

Tax Savings

Don’t pay more than you have to! You may be overlooking a number of tax-deferred or tax-advantaged investment options that can help your assets build in value. Many people are surprised to learn that you can save a lot of money in taxes through your investments. Some...

Education Funding

You want the best for your children and grandchildren. Now is the time to learn about the options available to help you prepare for the rising costs of education. College funding takes discipline, effort, and planning. There are many other daily expenses competing for...

Charitable Giving

Most of our clients have a keen interest in charitable giving. With a donor-advised fund, you may be able to align your charitable giving goals and your tax needs. A donor-advised fund is a vehicle by which you are able to deposit charitable donations throughout the...

Account Types

STANDARD ACCOUNT TYPES Through TD Ameritrade, we offer a wide variety of standard, retirement and specialty account types to help you grow your assets, minimize your tax exposure and achieve your life goals. Individual An individual account is a standard brokerage...