Abraham Advisors provides all its clients with customized investment advice. We dont have set plans or packages to sell our advice is solely based on what is best for you.
In order to offer appropriate advice, we collect detailed information about our clients including what they are saving for, their financial objectives and obligations, their income, cash flow and wealth profile, their investment experience, their risk tolerance and their comfort level with different investments.
Once we have a thorough understanding of these things, we can prepare a strategy to take the client from where they are today to where they want to be at a specified time in the future.
We can then put together a proposal (roadmap) to assist in accomplishing these goals.
On an ongoing basis, we review the strategy and make changes to the investments or investment approach as your personal circumstances change.
Its important to make clear that we do not invest our clients money in anything that we would not buy for ourselves. It is important for you to know that we are in it with you all the way.