Jonathan Robertson
Jonathan Robertson focuses in the
following client markets or areas of practice:
- College/Education Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- College/Education Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Abacus Planning Group, Inc., a fee-only financial planning and investment counsel firm provides advice primarily to physicians, closely held business owners, professionals and widows with a focus on the creation and preservation of wealth. Working with various professionals on the Abacus team generates thoughtful discussions and creative problem solving for a full spectrum of financial topics and personal goals. The insight gained from this process results in a customized financial and investment plan. Abacus is located at 2500 Devine Street, Columbia, South Carolina and can be reached at (803) 933-0054 or via the website www.abacusplanninggroup.com.
NAPFA Start Date
June 02, 2010
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