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.
 

 Darwish Financial Logo

 

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Newsletters

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

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.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

More Newsletters →