The first step of our process is a conversation. You do most of the talking, and we focus on listening to better understand your goals & objectives.
ABC Wealth has chosen TD Ameritrade to be custodian on all securities related products, providing extensive expertise & technology platform.
You will have 24/7 access to your accounts, both through our custodians, but also through and an encrypted web-based site provided by ABC Wealth.
Financial Plans Tailored to You We create long-term plans designed to handle anything life throws your way.
What to Expect
The foundation of every plan starts with examining your current situation. We ask you to complete two worksheets so that we can better understand your financial situation: “Personal Cash Flow Statement” & “Net Worth Worksheet“. Both will be utilized during our first meeting, where we will 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 future market volatility, increased taxes, or potentially running out of hard-earned savings, you are at risk for unsuccessful and unhappy retirement.
Keys To Success
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, Fiduciary, Servant
Being the Founder of ABC Wealth, a Fiduciary and head of an 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