Who

Who Wants To Engage With Us

The Trusted Advisors We Make Look Better:

• Certified Public Accountants (CPA’s)
• Trust and Estate Esquires
• Divorce Attorney’s
• Companies Chief Financial Officers
• Individual Asset Managers
• Friends who introduce other friends to ABC

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
• think previously believed they are maximizing their retirement plans.
  • Note Bene: if you are a mutual and hedge fund owner then you should really pick up the phone and call us — now.

The People That Come To Us Directly Are:

• In need of individual, and comprehensive planning
• Ex-employees rolling out of qualified plans
• Are currently changing jobs or careers
• Trying to figure out why it is that they work.
• About to retire.
• From multi-generational families.
• First time savers in need of systematized wealth accumulation.
• Interested in passing down art or other valuables intergenerationally.