Resources
It’s been said that knowledge is power. Our goal is to equip you with empowering resources as we work together.
Market Intelligence
Library Selections
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Captive Insurance Companies
Would you like to insure your own risk while keeping the profits that would go to a commercial insurance company?
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Disability Insurance for Medical Residents
One constant piece of advice given to medical residents is “you must get disability insurance as a Resident” but nobody ever articulates WHY it is so important or HOW to make decisions on the myriad options and choices that go along with a policy.
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Fiduciary Standards
A great deal of discussion has taken place around fiduciary duty and the various duties which investment professionals are required to uphold. As an investment advisor, Abundance owes its clients a duty of fiduciary care. Where a conflict of interest exists, we will work to minimize it, and will disclose when conflicts are present.
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Lost Loved Ones: Your Roadmap
After the loss of a loved one, balancing emotional stress and well-being with important decision making can seem overwhelming. We are here to help guide you through this transitional process.
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Private Real Estate Investment
Do you know how to invest in real estate individually or participate in real estate investment opportunities?
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Retirement Plans for Small Business
Have you caught yourself asking “what can I do to lower the amount of money that I hand over to the government each year?” There are a number of planning opportunities that exist, but none of which are as attractive as having lower tax rates.