When defining investment objectives, we listen to you while also looking beyond the investment goals you have identified to incorporate your unique personal circumstances and wealth management issues. In formulating your customized investment program, Abundance will consider data relating to your individual circumstances such as:
Quantitative Data Assets and liabilities Cash inflows and outflows Current insurance policies Retirement benefit or pension plans Tax returns over the past several years Details on current investments Client-owned business information Existing wills and trusts Lifetime gifting programs
Qualitative Data Personal Goals Profile of family and health status of client and family Interests and hobbies Expectations about employment Risk tolerance levels Anticipated changes in current and future lifestyle
Analyzing these items allows us to establish and maintain an investment policy that is tailored specifically to you.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd. Albany,
NY 12211
