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Your Financial Planning

Your Financial Planning

No two people are the same and our advisors know this better than many. Our deep financial knowledge and broad life experience informs our every decision, with only one goal in mind: your ideal future. 

With decades of experience, we’re excited to help you prepare for every eventuality, no matter what.

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Our Blog

Our Blog

We believe every person deserves access to sound, informed financial advice. Regardless of your situation, risk tolerance, and goals we’re ready to help you prepare for the future. Come rain or shine, together we’ll encourage your investments to grow for years to come.

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CULTIVATED FOR YOU

Your Goals Are The Key To Steady Growth

We believe the best futures are achieved through naturally diverse investments. Like the strongest of trees, the seeds you plant today can lead to a lush canopy of comfort, shelter, and protection.

Organic growth underlies all that we do at Abacus Financial Services. Together, we’ll design a roadmap that starts with the future you want and ends with your dream retirement. Our approach strives to help your retirement weather the harshest of storms.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Small Business Solutions

    Run your business, don't let your business run you! ABACUS Financial offers a full scope of business solutions for all small business owners.

  • Retirement Planning

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come.

  • Life Insurance Coordination

    Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.

  • Charitable Planning & Charitable Giving& Philanthropy

    The gift of giving! Speak to one of the dedicated professionals at ABACUS Financial to learn how you can continue to give charitable donations or regular donations to the philanthropy of your choice.

Helpful Content

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

<p>Alternative Investments - Going Mainstream</p>

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
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<p>What's My Potential Estate Tax?</p>

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
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<p>The Cost of Procrastination</p>

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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Create an investment plan to achieve your goals

Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives.

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Have a question? We're ready to help.

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