“We help people stop their losses, increase their rate of return, pay less in taxes, and get a guaranteed income,” Abts says. “People want help. They want a plan, but our industry hasn’t been telling them what they need to do to achieve their goals. They’ve been talking to salesmen rather than someone who really cares about them.”
Abts specializes in identifying potential loopholes of financial, accounting and estate plans, and detects where money is “falling through the cracks.” He instills in his clients and community a true understanding of the disadvantages of an unplanned retirement and the costly mistakes that can arise from lack of preparation and attention to detail.
Developer of a proprietary three-step review process, Abts utilizes this straightforward approach for assessing the impact of any major financial decisions, most specifically in the areas of tax, risk exposure and income. With this information he can successfully counsel on strategy and develop a comprehensive plan for a client’s worry-free retirement.
