Services

 
  • Financial Checkup Analysis
    The financial checkup is designed for people who are facing life changing events such as: new jobs, marriage, employment severance offers, career changes, retirement and post-retirement activities. This mini-financial plan is designed to guide you through the challenges and opportunities of transitional periods.
  • Wealth Management
    Every new client relationship begins by gathering information about your current financial circumstances, life goals and concerns. We believe the value of any financial plan is greatly enhanced when financial strategies are closely linked with the client’s personal goals and objectives.
  • Portfolio Management
    Abacus offers ongoing portfolio management services based on the goals, objectives, time horizon, risk capacity and risk tolerance of each client.
  • Two Hour Consultation
    This is a working financial planning session. It is designed to serve clients who need our expertise to understand their financial options but do not want the expense of a complete written financial plan. We will discuss your financial planning, income tax or investment issues as they relate to your life goals.
  • Our Fees
    Our portfolio and wealth management fees.

 

Abacus Wealth Factors, LLC is a Registered Investment Advisor in the State of Georgia. Prior to any advisory work conducted outside Georgia, Abacus would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.