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Why Us

How We’re Different

Choosing a financial professional to partner with can be a tough decision to make. After all, you’re placing a certain amount of trust in an individual or firm to help you prepare for your retirement years! Whether you’re switching from another firm or employ a DIY approach to retirement planning, we’re here to help you explore how we can step in and help in our own, unique way.

Abich Financial

We plan for retirement in 2 phases:

Phase 1 of Retirement Planning
Less risk and often lower cost and fees

  • Investments
  • Growth & Accumulation

Phase 2 of Retirement Planning
Serving only 55+, those preparing for retirement

  • Protection of principal
  • Plan for receiving income
  • Social Security
  • RMDs
  • Long-term care
  • Tax planning strategy

Abich Financial Results

  • Added confidence of a comprehensive plan
  • Market gains are “icing on the cake” rather than “sink or swim”
  • Risk is reduced with growth maintained

Other Advisors

Other Advisors/firms

Phase 1 of Retirement Planning

  • Investments
  • Growth & Accumulation

SERVE ALL AGES & PHASES OF LIFE

 
 
 
 

other advisors/firms results

  • Missing key parts of retirement plan (i.e., Protection)
  • “Plan” driven by ups and down of stock market
  • Fully susceptible to unforeseen events (Covid-19, stock market crash, etc.)
  • Limited services – No guidance for Social Security or RMDs
Retirement Mountain™ graphic

Are you a “do-it-yourselfer”? Here’s how we can help.

Abich Financial

Abich Financial

  • Investment management with less risk and often fewer costs and fees
  • Comprehensive plan including:
    • Protection of principal
    • Plan for receiving income
    • Social Security
    • RMDs
    • Long-term care
    • Tax planning strategy

Abich Financial Results

  • Added sense of confidence for the spouse if the financial leader of household passes away
  • Have your cake and eat it too scenario – Less risk with same rewards
  • Guidance available in experienced areas like Social Security, etc.
  • Retain control of expendable money but retirement-reliant money is managed and protected

On Your Own

on your own

Managing your own investment portfolio

 
 
 

On Your Own results

  • 100% control and 100% responsibility
  • More risk
  • No access to advisor – Only certain solutions (FIAs, etc.)
  • Lack of guidance for social security, RMDS, etc.
  • Full dependence on one spouse for financial matters

Discover the difference with Abich Financial

We get it — retirement planning can be tough. Regardless of your situation, we’d love to sit down, discuss your goals, and see if we can help fill in the gaps in your retirement plan. Fill out the form below to book your own portfolio review today!

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