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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
 

 
 
   

 


 

Avoid the "Financial Apocalypse" Now!

We work with you and your other advisors to help you avoid the many pitfalls of not doing proper and timely estate planning.

 
Probate
In order to establish the authenticity or validity of a will after a death, some people must go to court. The average cost to a family going to probate is 5-7% of all assets of the deceased. And there may be additional attorney's fees, appraisal fees, accounting fees, and court costs.

Lawsuits
Nowadays, many unnecessary lawsuits are filed by emotional or feuding family members. Such lawsuits can cause delays or shrink otherwise available funds. Often these can be avoided with careful advance planning.

Predators
Both honest and excessive claims on your estate by creditors can cost your estate many dollars to process and satisfactorily dismiss. In today's society, minor accidents, business mistakes, environmental contamination, or a slip of the tongue may expose your entire wealth to creditors.

Humongous Mess
If you have no accurate listing of business and/or personal assets,  no plan for business continuation, and no written will, you will be leaving behind big problems. Missing documents, duplicate paperwork, disorganized files, multiple filings, too many bank accounts and no written instructions will add to the mess.
 
 
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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.