Createwealth Planning - Iftikhar Mahmood CFP
Iftikhar has been our financial advisor since 2009. We were initially referred to him because of his knowledge of the TDMP program (tax deductible mortgage plan). We quickly realized that he has a vast knowledge of all financial investment options. What we appreciate most about Iftikhar is that he's earned our trust to always have our best interest top of mind. He's brought things to light that no other advisor has in our prior 20 years of investing with other advisors. He's intelligent, patient, quick to respond, and an expert in his field! He always ensures we meet regularly in person to review our account, which is so much more impactful on the overall results than just receiving updates via statements in the mail. He's helped us to establish our retirement goals, and keeps on...
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(Things I likely would have put on the back burner) He is always patient with my tendency to procrastinate but persistent to make sure I get things done.
He is extremely professional and very forward thinking in terms of my retirement goals.
But above all, Iftikhar is professional and personable, and takes great interest in our lives - we are not just a number, he truly understands our personal situation and our plans for the future and makes recommendations on how to achieve our goals.
He keeps in touch on a regular basis and throughout the pandemic has been available to answer my questions thru text, email, phone calls and of course Zoom calls.
Whenever I have a concern or question about by investments or about the financial state/present economy and how it affects my plan for my retirement, he answers promptly.
He builds on his subject matter expertise, with continual financial education development, to give us “peace of mind” that our hard earned dollars are truly working for our retirement plan.
Iftikhar leaned in and went above and beyond to support my financial needs and goals, and he did this with incredible compassion, patience, excellence and his own style of determined commitment to helping me that has created trust and given me a deep sense of ease and peace.
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