Who We Are
A Partnership Beyond
Financial Planning
Welcome to Khirfan Financial. Since 1988, Khirfan Financial has been defined by the principles of hard work, loyalty, and integrity. Founded by Abdalhakim (Abed) Khirfan, our firm provides a comprehensive suite of financial planning, wealth management, and tax strategies tailored specifically for medical professionals and high-net-worth individuals.
As a family-run business rooted in Palestinian-Jordanian heritage, we bring a culture of hospitality and generosity to everything we do. Whether you are speaking with Jamal at the front desk or working with Abed, Khaled, and Jennah on your financial future, you are treated like one of our own. At Khirfan Financial, we don’t just manage wealth—we build lasting relationships based on the belief that family extends to every client we serve.
Why Us
Your Wealth’s Home at Khirfan Financial.
With over 25 years of experience Khirfan Financial was built around a simple idea: your business comes first, and everything we do is tailored to support it. We offer support across financial services, insurance, tax, accounting, and payroll. Instead of one-size-fits-all solutions, we adapt to your needs and act as a single, reliable partner. Whatever your business requires, we handle it—so you can stay focused on growth.
IDENTIFY
Discover your needs in life and identify future goals. Explore and discuss uncommon financial strategies that fit your unique situation.
DESIGN
From our findings, my wealth design team and I will craft a customized wealth plan for you and your family entitled, Your Personal Wealth ReportTM; outlining areas for improvements and tax diversification.
DEVELOP
After the detailed presentation, there may be an area where more time will need to be spent based upon your level of understanding.
This step assures your certainty and confidence with the custom wealth plan and allows for any adjustments to be made - if necessary.
IMPLEMENT
Once your confirmation and signature is in place, your plan gets sent to my back office for a thorough review. All medical exams, insurance contracts, redirecting activities, and other necessary steps are completed to set your wealth plan into action.
Delivery is sent with a full summary of benefits and details of your plan.
REVIEW
On your anniversary date (date policy became effective), we will schedule an annual review to go over your plan; making sure you are on pace with the goals we established in prior discussions.
This meeting is also meant to assess your current situation to see if anything has changed. Major life events may change the goal(s) of the plan and adjustments will be made at this time.
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