About Us

About Us

Planning with Purpose Enterprise

At Planning with Purpose Enterprise, we believe retirement should be a time of freedom and fulfillment. Our mission is to empower individuals and families with innovative, secure, and tax-efficient strategies that ensure a financially stable retirement. By protecting your income from market fluctuations and unnecessary tax burdens, we aim to give you peace of mind as you plan for the future.

Our Story

Founded by a dedicated team of financial and benefits experts, Planning with Purpose Enterprise was born from the desire to redefine the retirement planning experience. We challenge the conventional approaches by offering solutions that allow you to protect and grow your wealth—without the stress of market risks or contribution limits. Our commitment is to equip you with the tools and knowledge to build a future you can count on.

Our Approach

We focus on strategies that prioritize security, growth, and flexibility, ensuring you never have to compromise when it comes to your financial well-being:

– No Market Risk: Protect your savings from market volatility while still enjoying market-linked growth.
– Tax Efficiency: Optimize your retirement savings by minimizing taxes, maximizing what you keep.
– Unlimited Contributions: Contribute as much as you’d like, with no restrictions.
– Lifetime Income: Enjoy guaranteed income throughout your retirement, so you never outlive your savings.

Our Founder

Darius Nabavi

Darius Nabavi is the visionary founder of Planning with Purpose Enterprise, bringing over a decade of experience in financial planning and retirement strategies. With a passion for helping individuals secure their financial futures, Darius has dedicated his career to empowering clients to make informed decisions about their wealth.

His approach is centered on integrity, education, and personalized service, ensuring that every client feels confident and supported throughout their financial journey. Darius believes that effective retirement planning is not just about numbers; it’s about understanding each client’s unique goals and aspirations.