The 4 Stages of Money

We believe in guiding our clients through the complete journey of financial management and wealth building.

This journey is characterized by four critical stages: 1) Earning It, 2) Investing It, 3) Using It for Your Lifetime, and 4) Passing It On. Each stage is essential to achieving a secure and prosperous financial future. With a commitment to surpassing expectations, we're equipped to navigate you through these pivotal financial stages of money with unmatched expertise and dedication.

Our philosophy is to create calmness and clarity around your financial goals, enabling you to focus and maximize your earning potential.

Earning It

The foundation of financial health and wealth begins with earning.

Investing It

Investing your earnings wisely is the key to building wealth.

Using It for Your Lifetime

Your financial independence is one of the most important milestones in your wealth journey.

Passing It On

The final stage of the financial journey is about leaving a legacy in the most efficient way possible.

We understand that everyone's financial journey is unique. That's why our approach is personalized, focusing on your individual needs, goals, and aspirations. We are here to make your journey through the stages of money clear, achievable, and aligned with your vision for a better future.

Let's embark on this journey together. Contact us today to learn more about how we can help you navigate the stages of money and achieve your financial dreams.

Earning It

The foundation of financial health and wealth begins with earning. It's not just about the amount but understanding the value of money and the labor that earns it.

At The Wealth Engineer®, we aim to educate our clients on optimizing their earnings through smart career choices, enhancing skills, and pursuing opportunities that align with their goals and values. Our philosophy is to create calmness and clarity around your financial goals, enabling you to focus and maximize your earning potential.

Investing It

Investing your earnings wisely is the key to building wealth.

With our structured retirement and investment programs, we act as financial engineers, designing a personalized strategy that aligns with your unique goals, considers taxes, inflation, and risks, and takes advantage of wealth-creating opportunities.

The Wealth Engineer® process is our commitment to disciplined investing methods, ensuring that your investments are tailored to meet your long-term financial success.

Using It for Your Lifetime

Achieving financial independence is one of the most important milestones in your wealth journey. It means having the financial freedom to live the life you've envisioned without financial constraints.

Our role is to provide you with a strategy that ensures your investments deliver a stable income stream, allowing you to enjoy a comfortable lifestyle, engage in charitable giving, and fulfill your dreams. Our planning process is fluid, with built-in checkpoints to adjust to life’s changes, ensuring that your financial plan evolves with you.

Passing It On

The final stage of the financial journey is about leaving a legacy. It's about passing on your wealth to the next generation or causes you care about in the most efficient way possible. At ABG Financial Services, Inc., we help you plan for wealth transfer, considering all legal, tax, and personal aspects to ensure that your legacy is preserved and passed on according to your wishes.

At ABG Financial Services, Inc., led by William Parker, The Wealth Engineer®, and our dedicated team, we are committed to guiding you through these four stages of money. With over 40 years of experience in financial services, our foundation is built on the creed to always deliver greater value in all our interactions, ensuring that we advance the cause of mankind through our work.

Contact The Wealth Engineer®

ABG Financial Services, Inc.
3043 Riverstone Trail
Suite #100
Atlanta, GA 30339

Phone: 888-463-0440 ext: 101
Email: wtparker@wealthengineer.com
Fax: 1-866-545-2261