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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 GST tax and your estate plan: What you need to know

The generation-skipping transfer (GST) tax is among the harshest and most complex in the tax code. So, if you’re planning to share some of your wealth with your grandchildren or great grandchildren — or if your estate plan is likely to benefit these generations — it’s critical to consider and plan for the GST tax.

A Living Will Can Help Ensure Your Last Medical Wishes are Carried Out

The terms “last will and testament” and “living will” may sound similar, but, in fact, they’re not at all similar. The latter is an important estate planning document that details your medical wishes should you become incapacitated.

Abdo expertise

Guiding you to the best way forward

Our experience delivers proactive problem-solving for any challenge.