
Abacus Financial Planning helps women at or near retirement make financial decisions to support retirement and aging. We help you determine a strategy for living expenses, funding the bucket list, and planning for aging your way. We offer comprehensive financial planning and investment management to walk you through key decisions and simplify the investing process.
Are you finding most advice focuses on tax minimization and you are instead looking for advice that takes you into consideration? Abacus Financial Planning helps cut through the noise on equity compensation to make decisions that are right for you. We start with your goals – for yourself, your family, and causes you care about. Abacus Financial Planning does the calculations behind the scenes and then walks you through scenarios and the financial and non-financial considerations.
Abacus Financial Planning guides you through the complexity so you can make the right decisions for you and your family.