Abood Wealth Management
Smart Strategies for Secure Futures
We believe our success is not built on what we accomplish for ourselves; rather, its foundation lies in what we do for others.
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At Abood Wealth Management, we place the highest value on our clients and their interests. We proudly serve customers in Orlando and the surrounding communities. Abood Wealth Management’s mission is to help empower local families and businesses with the kind of strategies, solutions, and financial planning that can help lead to financial clarity.
Our Services
Retirement Planning
After a thorough and careful financial discovery with you, we analyze your personal financial situation – income, expenses, liquidity needs, and retirement goals – and create a retirement playbook that is unique to your situation.
As an independent insurance firm, we are able to shop dozens of insurance carriers to find rates and product solutions to fit your specific needs and goals, meaning we are not relegated to simply one line of products or one brand name like a captive agent.
Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At Abood Wealth Management, we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer
Health Insurance
Cover yourself from the rising costs associated with medical care and prescription drugs.
Let us focus on your retirement plan, so you can focus on your business! We will help with the enrollment of eligible employees, and we will hold annual education meetings to help your participants plan for their retirement.
Medicare
Protect yourself from out of pocket costs associated with Original Medicare (Parts A & B).