• Amana Advisors
  • The Financial Playmaker™
  • Virtual Family Office
  • Playmaker CFO™
  • Contact
  • More
    • Amana Advisors
    • The Financial Playmaker™
    • Virtual Family Office
    • Playmaker CFO™
    • Contact
  • Amana Advisors
  • The Financial Playmaker™
  • Virtual Family Office
  • Playmaker CFO™
  • Contact

The Playmaker Method

Because Wealth Deserves a Game Plan.

Meet your Financial Playmaker Mr. Rashid, CPA, CFP® candidate

A Gameplan for Wealth — Built Around You

Most advisors sell investments. We design strategies.

The Financial Playmaker™ is a specialized service of Amana Advisors that helps ambitious individuals take control of cash flow, taxes, and business planning with the same precision athletes use to prepare for game day.

We don’t just talk about returns — we help you play offense with your wealth and build a system where every financial decision works toward your bigger vision.

The Financial Playmaker™ helps business owners, athletes, and entrepreneurs design winning financial strategies that go beyond traditional wealth management. 

Not Your Typical Advisory Firm

Strategy First, Investments Second → We lead with planning, not product sales. Every recommendation ties back to your gameplan.

Business Owner Focused → We understand the unique challenges of irregular income, tax complexity, and exit planning.

Team Alignment → Already have advisors? We’ll coordinate them. Don’t have a team? We’ll surround you with ours. Either way, we make sure your entire financial life is working together, not in silos.

Proactive Tax Planning → Using the ROI Method™, we don’t just react to taxes — we design strategies that put more money back in your pocket.

Education + Empowerment → We don’t keep you in the dark. You’ll learn the why behind every move so you can make confident financial decisions.

The Right Fit for Playmakers

We work best with individuals who:

  • Own a small or mid-sized business.
  • Earn high income with complex tax needs.
  • Are athletes, entertainers, or entrepreneurs managing irregular cash flow.
  • Doctors, dentists, lawyers and other high liability professionals
  • Want more than “set it and forget it” portfolio management.
  • Value proactive strategy and collaboration with a trusted advisor.

Ready to Create Your Gameplan?

It starts with a conversation. We’ll review your current situation, identify opportunities, and map out a custom gameplan that works for you.

Schedule your Strategy Session →

PlaymakerCFO™, The Financial Playmaker™, and Virtual Family Office are service offerings of Amana Advisors, a Registered Investment Adviser in Texas. These services may include business consulting and strategic planning that are not investment advisory services. 

Nothing on this page should be construed as personalized investment, tax, legal, or accounting advice. Advisory services are offered only in jurisdictions where Amana Advisors is registered or exempt.

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