Services

Wealth Planning

Fee Only. Integrated, holistic answers for financial (and life) decisions.
Our Approach Putting you on solid ground to weather whatever life throws your way.
Painting of a large pink shell holding a luminous pearl with a diverse group of figures in front of it, observing and discussing the treasure.

Planning for the Whole You

  • Goal setting: Conversations to understand your personal values and your dreams for your financial life.
  • Retirement planning: Whether saving for or enjoying your retirement, Abacus creates a cash flow model that gives peace of mind.
  • Portfolio design: A portfolio that meets your unique goals, time horizon, and values.

Income Tax Planning

  • After-tax wealth creation: Year-round tax-planning—a focus on what you keep, not what you earn.
  • Seeking opportunity: A thorough review of each year’s income tax return to find tax-savings strategies.
  • Regulatory risk: As tax laws change, proactive advice and planning.

Estate Planning

  • Anticipating death: Clarify your hopes for your financial and personal legacy with your wealth.
  • Understanding options: Develop a thoughtful plan for distributing assets to family and/or charity at your death.
  • Long-term care planning: Whether incapacity or a need for home care support, let’s make a plan.

Planning for Your Family

  • Transition planning: Support for developing your human capital at moments of transition (e.g., career change, fulfilling retirement).
  • Successful adult children: To promote wise financial decisions, time with an Abacus advisor at moments of transition (e.g., first job, marriage, first child).
  • Education planning: Develop a tax-savvy plan for the education of your children, grandchildren and, sometimes, great-grandchildren.

Charitable Planning

  • Create a giving strategy: Partner to create a giving plan that supports your values.
  • Implementation: Balance goals, tax-savvy strategies, and lifetime/legacy gifts.
  • Integrity and impact: Monitor your favored charitable organization for financial health and focus on its mission.

Wealth Planning Insights