Abacus Financial Planning

Planning and administration

We provide Financial Planning and Administration for the individual, small business, and corporation, including estate, gift and trusts.

Specializing in:

Comprehensive Financial Planning

We offer this service on a select basis to high net worth and high income investors, to help consolidate and balance the many confusing and competing financial objectives. A comprehensive plan covers the "Three Cs": Contingency planning, Consumption planning and Community planning. Within this context, we address sub-issues such as Asset Protection, Income Protection, Debt Management, Investment Planning, Retirement Plan Distributions, Charitable Planning and Estate Planning. We track clients' progress in these areas and remind them of areas requiring further work.

Estate Planning

This service involves reorganizing your wealth to match your values. Being "values-based" estate planners, we help you to identify and implement a process to quantify your financial needs. The use of trusts and charitable gifts is considered to meet your broader social objectives and to reduce your tax liability. We work with your attorney and other advisors and "quarterback" the implementation of your plan - and keep it simple for you.

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