ABW Advisors, LLC
----- Specialty helping special needs families and individuals with disabilities -----
Everyone talks about how much money you need to retire and asks, "Do you have enough?" I believe the more important question is "Are you managing your money in a way that allows you to live the best life possible?"
With my clients, I use an approach called Return on Life or ROL. A plan designed with ROL as its foundation is designed to answer three big questions:
1. How did I arrive at my perspectives on money?
2. Am I managing my money in a way that is improving my life?
3. Am I financially prepared for life's big transitions.
Considering a client's Return on Life helps me gain a better perspective for when I'm crunching numbers, running scenarios and getting into the details of the client's personal finances like saving taxes, protecting assets and managing investments.
I help clients from all backgrounds, but have a specialty helping special needs families and people with disabilities.
Our next step is to chat for 15 minutes by phone to learn a little more about each other. You can schedule this 15-minute Intro Call using my online calendar: https://calendly.com/abwadvisors