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Family-first Financial Planning

Family-first Financial Planning

At Abacus Financial, we believe your money should serve you—not the other way around.

We believe that finding financial confidence is an essential first step for anyone seeking a meaningful life. Our family-oriented approach is centered on building and preserving wealth as a means to an end, rather than an end in itself. We will take into account not only your current financial status, but also your hopes, values, and family plans. Together, we'll build a personalized plan that aims to help you live a fulfilling life in the present, through retirement, and beyond.

Every family has unique financial goals and challenges. That's why we offer a comprehensive range of services, from financial planning and retirement planning to risk management and education planning, as well as small business solutions. Our team of experienced professionals is committed to helping you navigate the complexities of personal finance and create a customized plan that fits your unique needs and objectives.

Plans for Individuals and Families

A good financial plan should provide a comprehensive snapshot of your current financial situation, your future goals, and a detailed action plan for working toward them.  We offer a variety of plans so you can find one most suitable for you.


The GROW planning level focuses on individuals and families with simplified situations, and straightforward finances.  Examples include: Individuals who recently entered the workforce, looking to plan for the long term. Families, who are ready to start considering best options for themselves and their children.

Included services:

  • Goal Planning
  • Personal Financial Website
  • Cash Flow analysis
  • Debt Management
  • Simple Tax Planning
  • Retirement Savings Strategy
  • Quarterly follow-ups

Starting at $209 monthly,

based on complexity*


The RETIRE planning level focuses on individuals and couples with their retirement years in sight. Examples include: Individuals or couples with multiple retirement accounts, social security benefits, and other income streams to take into consideration upon their retirement years.

Includes all GROW services, plus:

  • Social Security Maximization
  • Retirement Income
  • Long term Care
  • Life Insurance
  • Tax minimization strategies
  • Charitable Giving
  • Bi-Monthly Follow up

Starting at $299 monthly,

based on complexity*

*fees may be waived or reduced for clients using our investment services

Book a Complimentary Financial Planning Consultation