At Abrahamsen Financial Group, we serve individuals and families at every stage of their wealth and experiences.
We aim to assist them in maximizing their wealth with improved protection and tax intelligence, so that they can enjoy their preferred way of life in any moment.
These examples are for illustrative purposes only, and should not be deemed a representation of past or future results, and is no guarantee of return or future performance.
Managing Wealth The Right Way
There are many factors to consider when selecting an advisor or advisory group: Do you invest with a company like Morgan Stanley or Bank of America/Merrill Lynch, or a firm like ours? What services are provided and how much attention will you receive? Is the investment advisor a fiduciary? Is it independent? Who is it you’re working with?
Our firm is independent, and all our IARs are fiduciaries and independent, meaning that we are not tied to a particular company or product and can approach your finances in a macro process and strategy. While Fidelity is our custodian, we do not work for Fidelity nor do we only offer its products. With this in place, our Investment Advisor Representatives have access to the top institutional money managers in the country and provide investment advice that is tailored to your situation and position.
Investments are not a plan in and of themselves, however. They are only one piece of your finances. It is not just about an investment plan, but also having an income plan for what and how you will spend, including a Required Minimum Distribution plan and oversight of all the important factors that will play a role in it. And whether it’s in investments or income, the firm must have a macro approach that makes everything work as a whole. This is rare in any other firm, and, in addition to our relationships and our independent position, something that makes us an important firm to consider.
For more about this approach within our wealth management, please be sure to check out Abrahamsen Financial.
Our motto says everything: Every Step of the Way.
We have worked with clients with massive wealth in their most abundant and most formidable moments, moving forward no matter what.
We’ve remained by their sides over the past 18 years as they have managed divorces, family additions, business dissociations, university educations, accidents, times of bereavement, and unexpected events. It’s been a privilege for our firm.
Wealth In Perspective
Strategically Speaking Blog
Every step of the way
Schedule a meeting or register to attend one of our events to learn more about any of our financial planning services