Abboud Financial Planning Services

Fiduciary Investment Planning & Management

We take a look at your current investments and analyze them, then work with you to make any needed changes to increase your ROI. Alternatively, we can help you make decisions about how and where to invest so that you can reap the highest rewards. We also work with you to maintain any investments so you can be sure you’re always making the right decisions.

Education Funding (529 & Other Plans)

Planning to send your child off to college someday? We’ll help you figure out the best strategy for setting money aside for a future college education—for one or more children. This includes looking at specific tax benefits and various options to determine which approach is right for you and your family.

Retirement Planning

We can help you be sure that leaving the workforce won’t mean you have to struggle financially. We’ll help you develop a plan and clearly organize the steps you need to take to get where you need to be. In addition, we can also take into account any retirement plans as they pertain to a 401k or a 403b strategy.

Risk Management Planning

This is a great way to establish funding for “just in case” situations. We’ll help you assess your potential risk and determine the best course of action for safeguarding you—and your finances—against the unexpected.

Comprehensive Financial Planning

Beyond the previously listed services, we also provide additional financial planning in other areas to give clients a thorough financial road map, including:

  • Investment Selection & Management
  • Mutual Funds, Stocks, & ETFs
  • Real Estate Investment Strategies
  • Asset Allocation Analysis
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We’re Here for You in More Ways Than One

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We provide a variety of financial services to help you prepare for your future, from saving for college to retirement planning and everything in between.

  • Fiduciary Investment Planning & Management
  • Retirement Planning
  • 401k Retirement Planning
  • 403b Retirement Planning
  • Education Funding (529 & Other Plans)
  • Risk Management Planning
  • Comprehensive Financial Planning (which can include the following)
    • Investment Selection & Management
    • Mutual Funds, Stocks, & ETF's
    • Real Estate Investment Strategies
    • Asset Allocation Analysis

Ready to get started? Fill out our contact form and you'll also receive a free Retirement Lifestyle Workbook!