At Darwish Financial our goal is to serve the long-term interests of our clients by managing their capital in a tax efficient manner. We constantly strive to provide the most comprehensive and personal service available, which has earned us a reputation for excellence in our industry. For each of our clients, we strive to help create and maintain financial stability and financial independence.

 

Darwish Financial helps to simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors, and your family. 

We organize your assets, asset allocation strategy, insurance, and your financial and estate plans to help simplify, consolidate and integrate every aspect of your financial future.

Like most successful people, you have probably spent more time and effort accumulating money than managing it. As your wealth grows, life doesn't get simpler, it becomes more complex.
 

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Our website is just an introduction to our  friendly staff and full range of financial services that we offer. As our name implies, we help pre-retirees and retirees plan financial futures. We know you want more financial freedom, more time with your family and more meaning from the years ahead - and at Darwish Financial it's our goal to help you get there.

1575 Pine Ridge Road, Suite 17
Naples, FL  34109

Phone (239) 597-1096
Fax (239) 597-9560 

Jeffery M. Darwish

jdarwish@darwishfinancial.com

 
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Credit Card Debt

How Long Will It Take to Pay my Balance?

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Newsletters

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

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