Abacus Planning Group, INC.

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Fee Only Financial Planners |Abacus Planning Group Fee Only Financial Planners | This site is designed to work with JavaScript enabled, and it appears to be disabled in your browser. To view all features of this site properly, please enable JavaScript. {{navText}} create abundance Partnering with families to thrive in the land of possibility Services Client Successes Complex assets. Complex family relationships. Where to turn? Three grown children. Their widowed mother. Her $20 million in assets. What we discovered: A drastic need for cash flow planning for Mom and the family business. Read the Story Meet Your Team Trusted advisors with you every step of the way to your financial goals. People How We Work for You We ask, we listen, we explore — to merge the big picture and intricate details. Approach Insights That Count Podcast June 2026 Comparing job offers shouldn t rely on salary alone: Interview with Mike Switzer on SC Business Review Wealth Planning Podcast May 2026 The importance of asset location in building a tax-efficient portfolio: Interview with Mike Switzer on SC Business Review Investment Management Article August 2025 How to Protect from Mail Fraud and Check Theft Family Business , Wealth Planning Alex on Creating Abundance Yes, it’s about building wealth—but also about building a fulfilling life. Sign Up for Our Newsletter, Abacus Now Fresh thinking delivered regularly. Subscribe

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