Life Insurance
ASSESS & ADVISE

The very first step in this process is a conversation, where you do most of the talking and we focus on listening. arty objective advice.

TRANSFORMATION

ABC Wealth has chosen TD Ameritrade to be custodian on all securities related products, because of their extensive expertise.

House Insurance
GROWTH

You will have 24/7 access to your accounts not only through our custodians, but also through a web-based site provided by ABC Wealth.

Finanial Plans Tailored For You We create long-term plans designed to handle all types of circumstances.

Overview

We are a Registered Investment Advisory Firm and a separate Insurance Agency (ABC Wealth Advisors, Inc.). We hired TD Ameritrade as our custodian and are regulated by the states.

Interests

We are Fiduciaries. That means that we are required by law to always put our clients’ interests first before our own, which is a standard reserved only for the top 5% of industry firms.

Bad Investments

We are Independent. No parent company which means no proprietary products.

Objective

We are Objective. We simply search the industry for the most competitive products available at the time & offer those to our clients.  These products are not available to the general public and generally are unavailable to the other 95% of firms.

Planing

We are Planners, not product pushers. A typical F-Pan consists of 3-5 different accounts designed to achieve different goals but integrated into a one-page plan that is easily understood.  Features include: Liquidity, Protection, Growth, A Tax-Free Component, Lifetime Income Guarantee and a Legacy Plan for your heirs.

Financial Plan

A great financial plan is not just a plan that makes more wealth or lowers risk. But is one that is best for you & the one you feel most comfortable with.  It must dramatically improve your situation at the least possible cost, lowest possible risk and be most tax effective as possible.

About Us

The foundation of every plan starts with examining your current situation, so we ask you to complete two worksheets so we can better understand your financial situation. A Personal Cash Flow Statement & Net Worth Worksheet. It is then is during our meeting that we discuss your needs, wants & goals. This is the start of your F-Plan. (“F” is for Fiduciary).

If your current financial plan does not account for one or more of these terrible things that will likely happen to you during retirement, you are woefully under prepared.

Keys To Success

12 POINT HOLISTIC PLAN (FIDUICIARY) “WE FOCUS ON WHAT CAN BE CONTROLLED, NOT THE UNCONTROLLABLE”

Serving Your Personal Finance Needs If you would like to discuss your financial planning questions, give us a call at 1 (800) 550-4950

Doug Robb JR. President, Fiduiciary, Servant

As the Founder of ABC Wealth, a Fiduciary and independent RIA, we have a distinct advantage over the vast majority of Financial Advisors in the industry that are employed by large firms.

Anthony Franzese Vice President

Financial Service Representative

VP of Marketing & Sales Sales

T. Michael Cappucio Chief Technology Officer

Our Partners:

Benefits If you would like to discuss your financial planning questions, give us a call at 1 (800) 550-4950

Importance

“The single most important thing a person can do, is to undertake proper financial planning. creating a roadmap that will navigate you through life’s many circumstances, making adjustments along the way.  not just doing it but doing it right.”

25 years exsperiance

Few things get me fired up as much as when i see brokers take advantage of people or when they just plop them in their firm’s own product and instruct them to “hold on.” In over my 25 years in this industry, unfortunately I’ve seen it thousands of times.  Their stale old sales pitch and people end up worse than when they started.

Number #4

ABC Wealth wants to be your #4. Typically, the top three most important things in a person’s life is; faith, family & health.  #4 is financial security (or lack of it) and it has a tremendous impact on life and it needs to me managed with the utmost care & consideration.

Zero Obligation

ABC Wealth offers is this: A zero obligation, completely confidential review of your existing plan at no cost.  We promise never to replace something that is working well for you we will show you the results of our recommendations before we make a move.  Your plan will be presented with complete transparency & objectivity.