Everything we do – and the way we go about doing it – is guided by our mission: to provide client-centered, holistic financial planning services to affluent individuals through collaboration, innovation and recognized expertise.

It is never an easy task to find just the right words for a company mission statement. It requires serious reflection – listening, learning and reaching a point of clarity about realities and dreams. In many ways, it is the same process we follow to answer the needs – and desires – of our clients.

Above all, we understand we must hear a client to know a client; and we must know a client to problem-solve for a client. It is so vital to the forming of a beneficial and trusting relationship, we have developed a thorough and revealing “foundation laying” program: First Year With Abacus

The insight we gain forms the basis of a customized financial plan. A plan that we implement, then continuously monitor and review in response to (and anticipation of) changing laws, goals and circumstances. Our plan-building services, provided on a fee-only basis to assure total objectivity, include: Goal Setting, Financial Independence Planning, Education Funding, Investment Management, Income Tax Review and Planning, Estate Planning, and Cash Flow Management (as needed).

Interestingly (and happily) when we ask our clients what having Abacus as a partner means to them, they rarely mention something specific to their finances. Most often, the responses are more akin to how much they appreciate the peace-of-mind, the simplicity, the freedom. Which tells us the interactive and proactive way we work can – and does – make a real difference in the lives of clients who believe, as we do, that Life Matters.