Your Financial Life, Simplified
From life planning to investments, Noor Financial helps you organize, grow, and protect your wealth with clarity, confidence, and care.
Comprehensive Services Tailored to You
At Noor, every service is a ‘seed’ in your financial plan—together, they grow into lasting security and peace of mind.
Life Planning
Shape the vision you have for your life and align your financial choices with your goals and values.
Cashflow & Debt Management
Understand where your money goes and develop smart strategies to balance debt and savings.
Retirement
Build a roadmap toward financial independence and enjoy peace of mind for the years ahead.
Career
Evaluate compensation, benefits, and opportunities to ensure your career supports your broader life goals.
Employee Benefits
Get the most out of your workplace benefits—401(k), HSA, insurance, and more.
Education & Student Loans
Plan for upcoming education costs or manage existing student debt efficiently.
Investments
Grow your wealth through a diversified, low-cost portfolio tailored to your comfort and goals.
Tax Strategies
Proactively structure your income, savings, and investments to minimize taxes and maximize opportunity.
Estate Strategies
Protect your legacy and make transitions easier for loved ones through thoughtful estate planning.
Business Owner Planning
Integrate your business and personal finances with a plan that optimizes cash flow, taxes, and retirement so your business supports your long-term goals.
Insurance
Safeguard your income and family with the right coverage for every stage of life.
Notary Services
Convenient, in-house notary services for key financial documents.
Transparent, Flat-Fee Planning Options
Get the support you need—without commissions, hidden fees, or complicated percentages. Each service is clearly priced so you always know what you’re paying for and what you’ll receive.
One Time Comprehensive Financial Plan
Singles
For individuals seeking a complete roadmap-
A personalized plan covering savings, investments, debt, insurance, and more.
Couples
For couples seeking a complete roadmap-
A personalized plan covering savings, investments, debt, insurance, and more.
Ongoing Planning & Support
Singles
For individuals who want a long-term financial partner-
Continuous guidance, accountability, and adjustments as life evolves.
Couples
For couples who want a long-term financial partner-
Continuous guidance, accountability, and adjustments as life evolves.
Project-Based Services
Budget Review
For individuals who want clarity on their finances-
Review income, expenses, and savings strategy with clear steps to align your budget with your goals.
Investment Review
For investors seeking a second opinion-
Analyze your portfolio’s allocation, risk, and fees to ensure alignment with your goals.
Budget & Investment Review
For those who want clarity on their finances and investments-
We’ll review your cash flow and portfolio to align spending, saving, and investing with your goals.
Budget Review
For individuals who want clarity on their finances-
Review income, expenses, and savings strategy with clear steps to align your budget with your goals.
Investment Review
For investors seeking a second opinion-
Analyze your portfolio’s allocation, risk, and fees to ensure alignment with your goals.
Budget & Investment Review
For those who want clarity on their finances and investments-
We’ll review your cash flow and portfolio to align spending, saving, and investing with your goals.
How Noor's Fees Compare
Unlike traditional financial institutions, Noor operates on a flat-fee, fiduciary model designed to keep your goals—not sales targets—at the center of every recommendation.
Feature
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Compensation Type
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Conflicts of Interest
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Account Minimums
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Investment Philosophy
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Client Relationship
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Accessibility
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Focus
Noor Financial Services
-
Flat, transparent fees
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None — fiduciary standard
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None
-
Low-cost, index-based ETFs
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Direct, ongoing support
-
Virtual and nationwide
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Life-centered, holistic planning
Traditional Firm
-
Commission or percentage of assets
-
Often product-driven
-
$250K+ typical
-
Proprietary or high-fee funds
-
Rotating advisor or call center
-
Limited to local offices
-
Primarily investment-focused
Noor
-
Flat, transparent fees
-
None — fiduciary standard
-
None
-
Low-cost, index-based ETFs
-
Direct, ongoing support
-
Virtual and nationwide
-
Life-centered, holistic planning
Traditional Firm
-
Commission or percentage of assets
-
Often product-driven
-
$250K+ typical
-
Proprietary or high-fee funds
-
Rotating advisor or call center
-
Limited to local offices
-
Primarily investment-focused
Our Investment Philosophy
Simple. Transparent. Purposeful.
At Noor, we believe good investing isn’t about chasing trends—it’s about clarity, consistency, and alignment with your goals.
We build straightforward, low-cost portfolios using index-based ETFs designed to grow steadily over time. No noise. No surprises. Just long-term confidence.