01. About Us
Abboud Financial Planning offers personalized financial advice, focusing on your unique needs. We prioritize trust, transparency, and respect in our client relationships, creating a tailored plan based on your values, not ours. We may not be your first financial advisor, but our goal is to be your last.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
Meet Your Advisor
Founder & President
Tom is the face of Abboud Financial Planning. He has been in the financial advisory business for 18 years, building upon his experience and working hard to put his clients' best interests first. He has received many awards, training, and certifications, including:
- Registered Investment Advisor
- Five Star Wealth Management Award
- Million Dollar Roundtable
- Certified In Personal Financial Planning
- B.S. Global Business Management