Our Services

For Business Owners

As a business owner, your personal success is intricately tied to the success of your company. That’s why we address both pieces of your financial world—personal and professional—as a whole. We’ll analyze where your business is now and talk about where you’d like to be in the future, both personally and professionally. We’ll identify potential gaps and areas of improvement, then help you find the right solutions for objectives like recruiting and maintaining top employees, protecting your company against legal action, and developing a succession strategy.

We offer innovative solutions to ensure you have everything you need for each stage of your business’s growth. Some of our services for business owners are outlined below.

Executive Benefits

Succession Planning

Key Person Insurance

Funding Buy-Sell Agreements

Funding Deferred Compensation

For Physicians

At Abacus Financial Strategies, we understand the financial challenges that come with being a doctor or dentist. Your dedication to serving others comes with a unique set of financial considerations for your practice and your personal life, and you deserve the guidance of a trusted professional to help you navigate your financial journey. We’ll discuss your values, goals, and circumstances, then customize a strategy that suits your situation. From student loans to asset protection, taxes to retirement, and debt to insurance, we’ll help you identify exactly what you need to achieve financial clarity and balance.

Asset Protection

Executive Benefits

Retirement Planning

Wealth Management

Debt Management

Disability Insurance

Education Funding

Financial Planning

Charitable Giving

We do not provide tax advice. Please consult your own advisors for tax advice.

For Families

Financial peace of mind comes to each person in a different way. Whether you’re coming to us with a specific need in mind, or you need help determining your next steps, we’re here to guide you through the process. We’ll get to know you and your family and help you determine the best way to enjoy your life now as you prepare for a sound future. We offer customized services and cutting-edge products to help you maximize the return for your hard work, protect your assets and your loved ones, and grow in each stage of life. Whatever you need to achieve your goals, however your family grows—we have you covered.

Some of our services for individuals and families are detailed below.