Javascript Menu by Deluxe-Menu.com The Wealth Engineer - Creative Financial Solutions for Every Stage of Life - A service of ABG Financial Services, Inc.
The Wealth Engineer - Creative Financial Solutions for Every Stage of Life - A service of ABG Financial Services, Inc.
"Creative Financial Solutions for Every Stage of Life"
The Wealth Engineer provides Financial Planning, Financial Maps, Spending Analysis, Budget Planning, Investment Planning, College Funding, Retirement Planning, Risk Management Reviews, Business Planning, Tax Reduction Strategies and Employee Benefits Planning processes and services for individuals and businesses.


Office 770-850-0808
Fax 770-850-0307
info@wealthengineer.com

WE OFFER:

Estate Planning

Retirement Planning

Investment Planning

Employee Benefits
Consulting

Comprehensive
Business Planning

Comprehensive
Personal Planning

CONTACT US TODAY
 

 

 

We provide creative financial advice to our clients for each phase of their lives. The WEALTH ENGINEER® PROGRAM is our unique process for guiding our clients through the “4 STAGES OF MONEY”™…

   
Earn It - At the earning stage we assist our clients with several key planning concepts beginning with a comprehensive financial profile.

EARN IT
At the earning stage we assist our clients with several key planning concepts. We first develop a comprehensive financial profile.  <more>

Invest It - This stage involves investment planning. We help our clients develop a solid asset-allocation profile to determine specific investment risk tolerances.

INVEST IT
This is the investment planning stage: we help our clients develop a solid asset-allocation profile to determine specific investment risk tolerances.  <more>

Use It - This stage helps design lifestyle options and concepts for retirement living and lifelong activities. USE IT
This is the time to enjoy the fruits of one's labor. We help design lifestyle options and concepts for retirement living and lifelong activities.   <more>
Pass It On - During this stage we work with you and your other advisors to help you avoid the many pitfalls of not doing proper and timely estate planning.

PASS IT ON
Estate taxes and more.  After working and paying taxes all of your life, the government may gobble up over 50% of your estate.  <more>

 

Our advisors work very closely with you to assure your financial success at every stage.

 
 
 
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ALL investments involve risk, including the potential loss of principal invested.

Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser. Additional investment advisory services offered through ABG Financial Services, a registered investment advisor not affiliated with FSC Securities Corporation.