Our focus is on financial planning for individuals, families and small businesses with an emphasis on retirement income planning, distribution, and wealth transfer. Our commitment to our clients is defined by our core principles providing. Personal relationship with a Certified Financial Planner practitioner, who knows you well enough to objectively guide your progress.
Integration across the key components of wealth management i.e., Financial Planning, Portfolio Construction/ Management, Estate Planning, Tax Planning, Small Business Planning, Retirement. While remaining independent, we provide access, experience and the global intellectual capital of hundreds of resources through our affiliation with SagePoint Financial, Inc.
Integration across the key components of wealth management i.e., Financial Planning, Portfolio Construction/ Management, Estate Planning, Tax Planning, Small Business Planning, Retirement. While remaining independent, we provide access, experience and the global intellectual capital of hundreds of resources through our affiliation with SagePoint Financial, Inc.
Services
Imagine this: a complete plan to help you invest for family goals, help reduce your tax burden, and help build wealth sensibly. That's financial life planning, and that's the benefit of working with Heath Abernathy - a Certified Financial Planner practitioner who strives to bring balance to the lives of busy, successful professionals.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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