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Wealth Management

Build a plan that takes care of you—and generations to come.

Whether you need help with financial planning or you are looking toward retirement, it’s important to have Abdo’s knowledgeable guides to help illuminate the path ahead.

Abdo expertise helps our clients build plans for retirement, as well as ensuring that loved ones will be cared for as well. Our partnership with OneDigital provides personal wealth management and retirement planning consulting. The integration of our accounting, tax and advisory services with OneDigital’s wealth advisory services helps us provide individuals and businesses with solutions to grow, protect and transfer wealth.

The advisors at OneDigital can collaborate with your Abdo team to develop your financial plan, analyze your investment portfolio, and create a clear vision for the future of your assets.

 

Securities offered through Triad Advisors, LLC (member FINRA/SIPC). Investment advice offered through Resources Investment Advisors, LLC an SEC registered investment adviser. Abdo, Triad Advisors, Resource Investment Advisors and OneDigital are separate legal entities.
Abdo Insights

A behind-the-numbers view of best practices and holistic thinking.

The HSA: A healthy supplement to your wealth-building regimen

In addition to helping to reduce health care costs, a Health Savings Account can positively affect an estate plan because its funds grow on a tax-deferred basis, potentially building wealth for heirs.

Opening up to SLAT opportunities

Estate tax planning can become complicated when multiple parties are involved. For example, you have a spouse from a second marriage and children from your first marriage. Spousal lifetime access trusts, or SLATs, are designed to benefit your children or other heirs, while paying income to your spouse during his or her lifetime.

Abdo expertise

Guiding you to the best way forward

Our experience delivers proactive problem-solving for any challenge.