Success can be expensive, but Abundance knows the tools and strategies to make your success work for you. Two groups of physicians, one of which was an Abundance client, recently merged into one. Happy to be successful but concerned about the resulting dramatic rise in income taxes, the newly formed group turned to Abundance for advice.
Abundance quickly rose to address their concerns. A feasibility study, followed by individual meetings with each of the physicians in the group, resulted in a second pension plan, a strategy for a pretax sheltering of income, and a $500,000 annual reduction in income taxes. Now Abundance clients, the new group has saved millions of dollars in taxes over the last several years.
Abundance quickly rose to address their concerns. A feasibility study, followed by individual meetings with each of the physicians in the group, resulted in a second pension plan, a strategy for a pretax sheltering of income, and a $500,000 annual reduction in income taxes. Now Abundance clients, the new group has saved millions of dollars in taxes over the last several years.
Services
Abundance depends on Cheryl Bartram to ensure that every aspect of the business runs smoothly. A seasoned financial services veteran, she is responsible for all the company's financial functions and its related entities. Within those units lie critical business functions including, but not limited to payroll, financial reporting, accounts receivable and payable, and tax payments.
We know your needs, your tax situation, your goals-your life-and we leverage that knowledge to develop a customized portfolio for only you. We know the markets. We extensively research potential investments. We meticulously evaluate new opportunities. The result is a portfolio that allows you to take advantage of market opportunities while also realizing increased but stable returns over time.
Growing and preserving wealth. For you and for those who follow you. Your Abundance team employs a combination of cutting-edge strategies to provide optimal tax efficiency, continuity, and estate growth. Trusts, partnerships, corporate entities, asset classification, and charitable giving techniques all come into play as we craft a sound plan for your estate-based on the goals you have for the next generation.
Your abundant life after you retire. Abundance knows you. Abundance knows how you want to live. We develop retirement plans reflecting and protecting your dreams, your plans, your assets. We will manage your investments and work with 3rd parties to administer your plan. If you are self-employed, we will find ways for you to defer taxation through income deferral and deductions.
Reviews (1)
Tim Shutes
Jun 09, 2014
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