Broker Check

Our Clients

THE INDIVIDUALS THAT COME TO US DIRECTLY ARE:

  • Individuals and families seeking holistic and strategic financial planning.
  • Professionals transitioning from employment who require rollover experience for their qualified plans.
  • Career changers navigating the financial implications of their evolving professional journeys.
  • Purpose-driven individuals aiming to align their financial goals with their life's work and passions.
  • Soon-to-be retirees planning for a secure and fulfilling next chapter.
  • Multigenerational households looking for cohesive wealth management and legacy planning.
  • Young professionals in high-earning trajectories needing guidance on wealth maximization and tax strategies.
  • Novice investors seeking structured approaches to wealth building and systematic savings strategies.
  • Collectors and art enthusiasts interested in safeguarding and bequeathing their treasures through thoughtful intergenerational wealth transfer.
  • High net worth individuals looking for sophisticated asset protection and estate planning.

BUSINESS OWNERS WHO:

  • Paid too much in taxes last year
  • Own small and mid size companies
  • Seek alternative compensation methods
  • Have employees they care about
  • People who do not understand how their plans work and if they benefit from them
  • Are interested in passing their business to the next generation or exit strategies

THE TRUSTED ADVISORS WE MAKE LOOK BETTER

  • Certified Public Accountants (CPA's)
  • Trust and Estate Esquires
  • Divorce Attorney’s
  • Companies Chief Financial Officers
  • Fractional HR Consultants and CFOs 
  • Individual Asset Managers
  • Friends who introduce other friends to ABC
  • Private Family Office