Amro Ahmed is a seasoned Personal Finance Specialist with over 12+ years of experience helping individuals and families build financial security. He offers customized strategies focused on eliminating risk, fees, and taxes (ERFT), guiding clients toward smarter, safer financial decisions. With a strong commitment to education and long-term success, Amro empowers clients to confidently grow and protect their wealth.
Get peace of mind knowing you are working with the right person, because
WHERE YOU PARK YOUR MONEY MATTERS!
Being ready for retirement and meeting your other financial goals doesn't just mean you've saved enough money. It also means feeling confident because you have the guaranteed income you need.
Amro was very profesional and very knowledgeable when we met to discuss my options to the Tax Free Retirement plan. He answered every question and even sent me additional information to read on and passed on the recording of our zoom appointment in order to recap the meeting to better understand what we discussed. I was so pleased with the results that I sent Amro a referral and he was also able to help my uncle with the Tax Free Retirement plan as well. Thank You for all that you do Amro
We understand that tax free retirement is not for everybody. Tax free requires two things 1. personalization and 2. Real consultation because this is not a one size, cookie cutter, one size fits all approach.
What does ERFT stand for?
Eliminating Risk, Fees & Taxes in a way where you save money but also park it.
What if I already have a financial advisor?
That's totally fine, a lot of clients who we work with also already have financial advisors we focus on the tax free side of finance. When clients come to us it's because they are looking to solve a very specific problem. ERFT (Eliminating risk, fees & taxes) and that requires a specialist.
