Text Us At: (937) 684-7602
93 W Franklin St, Ste 305, Centerville OH 45459
info@abnfinancial.com
Division of the Omega Group LLC
Maximize Your Life
Life Insurance, Tax Free Retirement Planning, Estate Planning and Tax Strategy Planning
ABN Financial exists to help you plan your life for contingencies anticipated and unanticipated. We give you the peace of mind that you're looking for.
LET US HELP YOU PROVIDE AND PROTECT YOUR FAMILY
Trying to plan for your future can be daunting
If you don't have a plan . . .
Your family becomes impoverished should you die and they lose your income.
You will have to continue to work beyond retirement because you don't have enough money to retire.
Your assets become tied up in probate court and not distributed to your beneficiaries right away costing your estate the value you wanted to pass on to your heirs.
Your income is depleted due to overpaying taxes that you could have avoided given the proper advice.
And that leads to sleepless nights and feeling constantly overwhelmed. We don't want that for you. The ABN Financial Group has the right advisors to help you put everything in place so your future is secure for both you and your family.
Alex Abuyuan
Founder ABN
Get your end of life affairs in order.
Through life insurance and estate planning we can help you ensure that whenever that day comes, your family will be well taken care of. Life insurance will make sure they will continue on financially without your income. Estate planning will ensure your assets will immediately pass to your heirs without the hassle, cost and nightmare of probate court.
Plan for retirement.
Do you have tax free retirement planning in place yet? The biggest cost to retirement planning is inflation and taxes. Most people do not plan for both. We help you mitigate both so you keep more of your money in retirement.
Minimize your taxes to maximize your profit.
Finally, as a business owner, we will help you minimize your taxes, redirect those funds to your retirement, and finally help you do succession planning for your business, or help you maximize the valuation of your business so will get the most out of all the sweat equity you put in.
Introducing the Fix For Your Problems
What most people need is the advice from experts who can help you navigate the murky waters of planning your financial life and future. Who can you trust? Let us educate you on how to solve your problems in the most comprehensive and efficient way. It's only 30 minutes of your time to learn how we can help you.
HOW WE HELP
Why Work With Us?
No other company, can provide you a complete planning system for your life when it comes to your finances, retirement and beyond death. Achieve that peace-of-mind that you will retire paying minimal taxes; you will provide for your loved ones financially when you die; your estate will be settled in a manner of weeks instead of years while keeping family relationships in-tact and minimizing the cost of transfer.
Insurance Products
We have partnered with 49 carriers providing every type of life insurance product imaginable: term, whole life, indexed universal life etc.
Retirement Planning
We have the right products to help a you plan for retirement: tax free retirement through IUL's and indexed annuities.
Financial Planning
We are partnered with an RIA which would give you access to mutual funds and other securities products that can provide you with the vehicles to grow their wealth.
Medicare
We are partnered with all the major Medicare supplement and Medicare advantage carriers out there to further help you navigate the confusing waters of Medicare when you hit 65.
Tax Strategy Planning
If you pay more than $40,000 in taxes per year, we can help you reduce your taxes and divert this money to enhancing your retirement planning.
Grow Your Business Footprint
If you own a company we can help you develop and grow your EBITDA to maximize your sale of your company.
10,000 +
Happy Clients
49 +
Carrier Partners
20+
Years Experience
200 +
Team Members
ABOUT ABN FINANCIAL
What We Are About
Here are some aspects of our program that should be important to you.
Who We Are
What We Do
How We Do It
TAX STRATEGIES
Leading With The Best Tax Advisor Team.
The opportunity to be the sole "go to" advisor to help you with reducing your tax burden to the IRS while bolstering your retirement planning in a huge way is like no other. What's the most incredible thing about this is that you don't have to be the expert. All you have to do is set up a 30-minute discovery call with us and you will be well on your way to saving huge in taxes implementing our tax strategies. Then you can divert these savings into enhancing your retirement planning while minimizing your tax burden in your retirement years.
Tax Reduction Solution
Our flagship Tax Reduction Plan opens the door to real savings by leveraging the tax code to its fullest potential. If you are running a successful business, there is a high probability of over-payment. Some solutions include Defined Benefit Plans, Enterprise Risk Management, and Accelerated Property Depreciation just to name a few.
Capital Gains Planning
Proper planning and coordination with a variety of legal and financial professionals provides a fairly complex playbook to defend against capital gains and transfer taxation. It is common for a business owner or investor to take a reactionary posture when considering the sale or transfer of a highly appreciated asset.
Time is an issue and though it may not completely eliminate
all the plays in our playbook, it certainly restricts the majority of legal and financial structures commonly used to address these expenses. Giving our team 3-5 years notice allows the proper amount of runway in order to time, combine, and sequence a myriad of financial positioning to ensure maximum results are achieved.
There is no ‘one size fits all’ design here.
Business Growth Planning
Words like ‘risk’ and ‘valuation’ probably sound much more acceptable to you when they are partnered with ‘risk mitigation’ and ‘increasing valuations’. It is for these reasons that we do not just focus on tax strategies in our comprehensive tax planning process. Because your client's goals and dreams are unique we have built a Business Growth Planning platform that allows us to meet them where they are at in their growth phase. And along the way we will make the necessary adjustments that they require to stay on course to meet and exceed those goals. Even when growth meets retirement.
ESTATE PLANNING
Leading with the best Estate Planning Software Solution.
You now have the ability to create your own fully featured estate plan using our proprietary software platform. This includes the revocable living trust, pour-over will, financial and healthcare powers of attorney, living will and advanced directive and much, much more.
We have our estate planning advisors that will assist you in creating your estate plan, producing attorney drafted documents specific to your state. They will also help you fund your trust with all your assets so they will bypass probate to go directly to your heirs exactly the way you want.
And you can make unlimited changes throughout your life as necessary.
The Revocable Living Trust
Having a revocable living trust can be a great way to make sure estate plans are carried out in the manner you wish.
This type of trust gives clear instructions on where your assets should go, who should have access to them, and what will happen in the event of an unexpected illness or death.
It is important to note that it also allows you to modify or dissolve the trust if needed.
In addition, one could create a living will, a financial power of attorney, as well as other documents depending on your estate plan.
These can provide legal protections and peace of mind while you are still alive.
Ultimately, having a revocable living trust can provide clarity and security for those who want estate planning done ahead of time.
Here is a short video on estate planning: https://bit.ly/epdocsoverview
Living Will and Advance Directive
Let’s talk about how a living will and advanced directive are essential estate planning documents that every adult should have.
A living will is a document that allows a person to set out their wishes for end-of-life medical treatment, while an advanced directive appoints another person, such as a family member or healthcare surrogate, to make decisions on the individual’s behalf if they become unable to make such decisions for themselves.
Additionally, many estate planning attorneys also recommend setting up additional estate planning documents such as a revocable living trust and financial power of attorney to ensure all estate planning needs are covered.
Without these important estate planning documents in place, important decisions concerning healthcare and finances could be left in the hands of strangers or family members who do not necessarily understand or know what the individual would have wanted.
Learn more about this important aspect of estate planning from this short video: https://bit.ly/epdocslivingwilladvdirective
Financial and Healthcare Powers of Attorney
Another important aspect of our estate planning process is establishing a financial and healthcare power of attorney.
A healthcare power of attorney allows the person you designate to make decisions about your medical care if you are unable to do so due to an accident, illness, or other situation.
It is also important to have a financial power of attorney in place in order to ensure that your finances stay secure - this might be particularly useful if the person designated as your healthcare power of attorney also handles estate planning tasks such as bill payment.
With estate planning comes peace of mind, knowing that all possible scenarios are covered thoughtfully and deliberately.
Here is a short video on the healthcare power of attorney: https://bit.ly/epdocsfinancialhealthcarepoa
Why Wait - You Cannot Afford Any More Delays To The Financial Future You and Your Family Deserve?
Contact Us Now!
Let's chat and find how we can help you find what you're looking for.
FREE EDUCATION & RESOURCES
How To Maximize Your Life
Here are samples of what you can learn to grow yourself.
Life Insurance
The Types of Life Insurance
Learn the difference between the three types of life insurance and what they do.
Estate Planning
A Will is Not Enough
Learn why a will is not enough.
Tax Planning For Tax Free Retirement
Tax Benefit Through Split Dollar Life Insurance
Take advantage of this important tax strategy for business owners.
Testimonial For Estate Planning
Cathy Williams talks about her nightmare probate experience after her father's death. Learn about why estate planning sucks through an estate planning attorney's eyes.
Estate Planning Testimonial
Why Probate Sucks!
Our vision is to make an impact in the world through providing the best financial, estate planning and tax planning services to our clients in order to maximize and add value to their lives.
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Contact
Looking for collaboration?
alex@abnfinancial.com
Visit our Office
93 W Franklin St, Ste 305 Centerville, OH 45459
Monday-Friday: 8 AM -9 PM
(+1) 937-554-2693
ABN Financial Group
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