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