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Vision Directed - Client Focused

Our Story

At Abens Financial Services, we have a long history of providing tailored financial solutions to individuals, employers, and trustees. Founded in 1987, our company is built on the values of being Vision Directed and Client Focused. Our goal is to provide outstanding service and expert advice to help our clients achieve their financial goals.

Our Services

We offer a comprehensive range of financial services tailored to meet the unique needs of our clients. From asset management to business consulting, we provide expert guidance and strategic planning to help our clients achieve their goals.

Asset Management

Our asset management services provide personalized investment strategies designed to meet the specific needs and goals of our clients. Our experienced financial advisors work closely with clients to develop a comprehensive investment plan, including assessing financial situations, determining investment objectives, and selecting money managers. With our interactive approach, we engage with our clients throughout the investment process, providing regular updates and portfolio monitoring.

Business Consulting

We offer a range of business consulting services, including strategic and tactical guidance. Our expert advisors help clients navigate the complexities of business planning, human resources, and employee benefit management. From developing business plans to negotiating employee contracts, we provide a comprehensive range of services to support business growth and success.

Employee Benefit Consulting

Employee benefits can be a costly retention tool, and we provide expert guidance on evaluating employee benefit needs and designing cost-effective packages. Our advisors work closely with businesses to understand their objectives, government regulations, and employee expectations, providing tailored solutions to meet their unique needs.

Estate Planning

Estate planning is a critical component of financial planning, and we provide expert guidance on creating effective estate plans. Our advisors work closely with clients to develop comprehensive estate plans, including wills, trusts, and beneficiary designations. We also provide referrals to trusted estate planning attorneys and accountants.

Financial Planning

Our financial planning services provide personalized strategies for achieving financial goals. From comprehensive financial planning to targeted planning, our expert advisors work closely with clients to develop tailored plans for achieving their goals. From retirement planning to education planning, we provide expert guidance and strategic planning.

Insurance

We offer expert guidance on insurance planning, identifying opportunities to lower insurance costs and leverage existing policies. Our advisors work closely with independent insurance agents to find the best policies at the best prices from the best people.

Our Approach

At Abens Financial Services, we believe that our success is directly linked to our clients' success. We take a positive and forward-thinking approach to financial planning, recognizing that our clients are the drivers of their own financial futures. We believe that our role is to provide expert guidance, strategic planning, and support to help our clients achieve their goals.

Our Vision

Our vision is to empower our clients to achieve their financial goals, providing expert guidance, strategic planning, and support to help them build a brighter financial future. We believe that with a positive attitude, a clear vision, and expert guidance, our clients can achieve their goals and create a meaningful legacy.

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Positive: The reviewer praises the author for providing invaluable financial wisdom that took years to fully understand.

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The review is overwhelmingly positive, with the author expressing deep appreciation for the wisdom they received about their businesses and investments.

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Invaluable Financial Wisdom

The reviewer praises the author for providing valuable insights that took them three years to fully understand and appreciate.