We first seek to clarify our clients’ personal and financial goals.  To achieve these goals, Abbott Solutions will design integrated tax-efficient wealth planning solutions.  We are recognized for our expertise in the following areas:
  • Tax Strategies
  • Retirement and Estate Planning
  • Life Insurance
  • Wealth Transfer Funding Options
  • Long Term Care Insurance
  • Charitable Gift and Annuity Solutions
  • College Financing Alternatives
  • Disability Insurance
  • Business Planning and Succession
  • Trust Design
For recent examples of how we have helped our clients plan for their future,  click here.