Our Areas of Specialization

Tactical Asset Management

We advise clients as they work toward their financial goals and we seek to minimize taxes every step of the way. We recommend appropriate vehicles and tools to ensure our clients’ needs are met through smart structuring of their investments. We utilize a variety of money managers including active and passive styles.

Our portfolio management style is based upon an individual’s needs for growth and income and corresponding time horizon. We consider ourselves to be the manager of managers for our clients. The majority of our client assets are held in the custody of Charles Schwab.

Strategic Financial Planning

Financial planning is a process.

At Lundeen Abrams, we strive to help you define your personal goals and dreams and work with you to create a step by step plan to pursue them. Our relationship is based on mutual trust and understanding.

Our expertise covers everything needed for holistic planning.

This includes:

  • Life Insurance

  • Annuities 

  • Tax Strategies

  • Retirement Plans

  • Asset Management

  • Disability Insurance 

  • Long Term Care Insurance

  • Estate Planning

Legacy Planning

Have you considered:

  • What kind of impact you wish to have?

  • What you want your children/grandchildren/family/community to remember 
    or know about you and your life?

  • What traditions you hope to pass on?

 

In the same way procrastination gets in the way of moving financial planning forward, our fast-paced lives make it difficult for us to mindfully craft our personal legacy. As a certified LegacyNavigator®,

 

Suzanne helps people write a personal message to their loved ones in an Ethical Will or Legacy Letter.