Services for Individuals and Families
At the core of our philosophy, we understand that financial well-being is paramount for our clients. With over four decades of expertise in the financial sector, Brian Mendiuk and the team at Abbey Road Financial are committed to delivering tailored financial solutions to you and your family. Our suite of financial planning services is designed with a keen focus on catering to the changing needs of your life, from the day-to-day to long-term planning.
Personal Financial Planning
Whatever your financial goals, we personalize a plan whether it be mapping your retirement, planning for your children’s education, or setting up personal wealth milestones.
Risk Management
Whatever life may throw at you, we help plan for the unexpected to help provide peace of mind.
Investment Planning
We can help you determine how much should be invested, and in what kinds of investment types and products. We are able to consult external investment management professionals and work collaboratively to provide you with comprehensive advice.
Tax Planning
If tax season brings a sense of frustration, we can advise on strategies for managing and potentially reducing the tax you need to pay now and in the future.
Estate and Legacy Planning
We can help supporting the planning of how much to leave behind and for whom. We assist in estate planning, wills, trusts, and philanthropic endeavors according to your wishes.
The Planning Process
1
Discovery
Our initial step involves a conversation to fully understand your financial landscape, lifestyle, and any unique considerations you may have. This includes assessing your current financial health, investment portfolio, tax considerations, retirement plans, and any existing estate plans.
2
Goal-setting
We define and prioritize your financial goals. This may range from wealth preservation, growth strategies, to philanthropic desires or legacy aspirations. Our aim is to align these goals with your values and the long-term vision for you and your family.
3
Strategic Analysis
We conduct an in-depth analysis of your current financial strategies and explore a range of alternatives. This involves evaluating your investment portfolio for diversification and risk, assessing tax implications, and considering the impact of current estate plans on your legacy goals.
4
Develop Strategies
Based on our analysis, we craft personalized financial strategies designed to navigate the complexities of life. This includes consideration for investment allocation, tax optimization strategies, and customized estate planning.
5
Present Recommendations
We present our recommendations in a detailed plan, ensuring clarity and understanding. This plan will cover all facets of your financial life, providing a roadmap for decision-making and action.
6
Guided Implementation
With your approval, we proceed to implement the strategies, coordinating with a team of experts as needed, including legal advisors, tax professionals, and investment managers. Our team remains actively involved to ensure seamless execution.
7
Ongoing Review
We can schedule regular reviews to assess progress and adapt to any changes in your life circumstances or financial markets. This proactive approach ensures your financial plan remains aligned with your evolving goals and aspirations.