My Process

Finding the right solution for your personal or business needs requires me to pay special attention to the circumstances of your unique situation. This is why I take a needs-based approach. My four-step process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds.



  • Analyze. Before I recommend any product or service, I ask questions and get a clear understanding of your financial goals and objectives. I then analyze your insurance portfolio to identify any gaps that may exist in your policies.
  • Recommend. I provide you with suggestions to fill in the gaps so you can choose the products best suited for your situation.
  • Implement. If you're satisfied with my recommendations, I work with you to implement your strategies and secure the required products and services to help you strive for financial freedom.
  • Review. Because your financial situation is bound to change, I work with you over time through periodic reviews to help you evaluate the strategies in place, and their capacity to continue to meet your goals.


What is my Role?

As a financial advisor, my goal is to help you make informed decisions about issues that affect your financial well-being so you can achieve financial freedom for yourself and help your loved ones. I will work with you to help you determine what's important to you in your life. Together, we'll create a road map to take you where you want to be. You can count on me to be your guide and trusted advisor.


I began my financial advisory practice in 1996. A business graduate from the Bloomsburg University of Pennsylvania, I'm also a member of prestigious organizations such as MDRT - the Million Dollar Round Table - an independent, international institution of leading financial professionals in life insurance-based financial services. A member of NAIFA - the National Association of Insurance and Financial Advisors. I have also achieved NAIFA's National Quality Award Outstanding Service Award and the National Sales Achievement Award for Excellent Client Service from 1997 to 2022. 


I specialize in Financial Services for self-employed Medical Professionals.  As well as Business Owners in IT Sector and Pharmaceutical Industry.  


As an active member of the community, I enjoy in sponsoring and supporting different social and ethnic professional groups and organizations, such as, AAPI, AAPI-QLI, APPNA, AABEA, BHI, BMANA, BDANA, BAPA, BUAA, CMCANA, CLP-NJ, HDFNA, DUAA-USA, DCI, GRAM, ICAB, NABIC, IDP, NDMF, SAMAR, UDICHI-USA, VAB, WMI, Asia Society and others. The IndUS Entrepreneurs (TiE), Financial Advisory Committee of the East Meadow School District, the largest school district in Nassau County of NY, as a Member, Patron, or Sponsor. I had served as a Member to the Board of Directors of Bloomsburg University Alumni Association (BUAA), Bloomsburg, PA.


I volunteer my photography skills for NGOs and Charity Events; Fundraisers and Benefit Galas; Ethnic Fashion Shows, Cultural Events, and for other Community Service & Humanitarian Activities. 


 I am humbled to be recognized and receive citations from the Nassau County Executive Laura Curran and from the Supervisor of Town of Oyster Bay, June 30, 2021, for my community service through the Rotary Club of Hicksville South (RCHS). I also was recognized by IDP-Long Island, in 2021 for its 10th India Day Parade Celebration for my continuous support to the organization.


The Nassau County Executive also recognized me for the Annual Turkey Giveaway Drive, being the Project Chair and the Secretary of Rotary Club of Hicksville South (RCHS), for coordinating the event between various County Offices, on November 23, 2020, and for Rotary Club Charity Activities, on August 27, 2020.


In 2011 I was awarded the "Professional Service Award" by the Nassau County's Town of Hempstead Supervisor, Honorable Kate Murray.  In 2012 I was also awarded a Recognition Award Medal & Citation which was presented to me by the then Nassau County Executive on the occasion of the 2012 International Music Night Concert Series, on June 1, 2012, in appreciation of my dedicated service to the community.  


I am committed to building long-term relationships with my clients and helping them reach their financial goals is my number one priority.  Drawing on my knowledge, know-how, experience, and world-class planning tools, I help build financial freedom for my clients.


*Please note that you can implement your financial plan at the financial institution of your choice.  Implementation of specific products or services may result in commissions or fees outside of the financial plan fee.


Mizanur M. Rahman, domiciled in NY.


CA Insurance License # 0D19200