Logos and trademarks are the property of their respective owners, and no endorsement by those owners or the consultant is stated, or implied Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. The generalized information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipality taxes or penalties. You should seek advice based on your circumstances from an independent tax advisor, as tax laws are subject to interpretation and legislative change and are unique to every specific taxpayer’s particular set of facts and circumstances. Tax and/or legal advice is not offered by Abich Financial Services. Please consult with your tax professional or legal advisor for further guidance on tax or legal matters.
When doing business with Abe Abich:
Investment advisory services offered through Abich Financial Wealth Management, LLC a registered investment adviser firm. Insurance and annuities offered through Abich Financial Services. VA Insurance License #127820
When doing business with Patrick Volk:
Patrick Volk is an Investment Advisor Representative with Impact Partnership Wealth, LLC (“IPW”). Investment advisory services offered through IPW, a Securities and Exchange Commission Registered Investment Advisor firm. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.
Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Past performance may not be indicative of future results. IPW, its affiliates, and its investment adviser representatives do not provide legal, tax, or accounting advice. You should consult your legal and/or tax professionals before making any financial decisions.
Please be advised that you may conduct securities transactions only by speaking directly with your Investment Advisor Representative either by phone or in person.
No information or material presented on this website is intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. IPW offers a broad range of investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary which can also be accessed here on this website, https://impactpartnershipwealth.com/docs/Impact-Form-CRS.pdf.
The Better Business Bureau (BBB) is a membership organization governed by The Council of BBBs, Inc. Businesses in the U.S. and Canada may apply for accreditation with their local BBB and are evaluated on eight BBB Standards of Trust, which are defined as a comprehensive set of best practices for how businesses should treat the public in a fair and honest manner. Businesses must pay a fee for accreditation review and monitoring for continued compliance to BBB standards when applying for accreditation. BBB assigns ratings to accredited businesses, which range from A+ (highest) to F (lowest) and are based on a defined set of rating elements. BBB logos and/or trademarks are property of their respective owners, and no endorsement of Patrick Volk or Abich Financial Services is stated or implied. BBB and Impact Partnership Wealth, LLC, (IPW) are not affiliated.
Insurance and annuities offered through Abich Financial Services. VA Insurance License #127820.
Please be advised that the securities advice offered, securities transactions conducted and assets under management services rendered by Impact Partnership Wealth, LLC are not:
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Are Not FDIC Insured
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Are Not Bank Guaranteed
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May Lose Value
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Are Not Deposits
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Are Not Insured by Any Federal Government Agency
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Are Not a Condition to Any Banking Service or Activity
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Form CRS
Privacy Notice
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