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.
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.
2359 Vanderbilt Beach Road, Suite 409
Naples, FL 34109
Phone (239) 214-0090
Fax (239) 214-0224
Jeffery M. Darwish
Newsletters
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Five Investment Tasks to Tackle by Year-End
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
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Don’t Let a Disaster Keep the Lights Off Forever
As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
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Are Value Stocks Poised for a Comeback?
Do you know the differences between growth and value stocks? Find out why value stocks may hold appeal during the economic recovery.
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Business Cycle Basics: Recessions Begin and End Before We Know It
This article discusses how economists identify and measure economic contractions and compares some characteristics of past recessions.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Car Affordability
How much can you afford to pay for a car?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.