Anthony D Abrams, CPA, IAR
Anthony is the Founder of Abrams Financial Group. He has been a Certified Public Accountant since 1991, an Accredited Tax advisor, member of the American Institute of Certified Public Accountants, member of the National Association of Tax Preparers, member of the American Financial Education Alliance and a Federal Retirement Counselor. He is licensed for annuities, insurance and is an Investment Advisor Representative.
How Anthony Feels About the Business
At Abrams Financial we design personalized Retirement Income Roadmaps that will make you feel comfortable so that you can start using the money you saved for retirement, and help you worry less about market volatility or your income running out. Abrams Financial will help you create this type of plan for you and your family. This is what we want to share with you. We help Retirees and Soon-To-Be-Retirees create plans that provide income for as long as you live, and as long as your spouse lives if married. Protect your principal against current and future market volatility and losses, help you avoid the negative impart of fluctuating interest rates, provide you an opportunity to participate in a portion of market gains, and pass all remaining assets to your beneficiaries. And we put your entire plan in writing.
Anthony’s Story
Growing up in the Washington, D.C. area, I always aspired to do something meaningful with my life. After graduating from Virginia State University with an accounting degree, I soon found myself traveling the country as an Audit Program Manager with the United States Postal Service. While the work was important, it was not fulfilling, and I knew something was missing. During this time, I met people all over the country and discovered that regardless of their income levels, education, or age, they did not understand money or income taxes. I found that I was blessed with a gift to make very complicated subjects understandable to the people I met with. Transferring my knowledge to them gave them power and provided me with a tremendous amount of satisfaction. As a result, I pursued and obtained my CPA along with my securities and insurance licenses to follow my passion.
My success in the tax and financial services industry is due to my philosophy to act first and foremost as an educator and trusted advisor. I love seeing the look in people’s eyes when they finally understand something about finances they may have been struggling with for years. I feel truly honored to be in the position to provide education, recommendations, and solutions for retirees and soon-to-be-retirees. To put it simply, I want to make a difference. I want the power back in the hands of retirees and take it away from Wall Street.
Retirees with incomes, that are guaranteed for as long as they live, feel far more independent and powerful and have far fewer regrets and far more memories. What we have to say at Abrams Financial will most likely sound different, possibly even opposite to what other Financial Advisors have recommended to you. We are going to tell you to use your assets to create the maximum amount of Guaranteed Lifetime Income, and then you decide if you want to spend the money, give some of the money away, and/or save some of the money. I have been extremely fortunate to provide financial services to many wonderful clients. It makes me feel so good about my career to see how we have impacted peoples’ lives positively. I am always amazed and humbled by the gratitude many people have shown for helping them. One of the most phenomenal comments to hear from people we have helped is “We could not have gotten here without your help.” In our business, nothing could ever mean more or provide more affirmation that what we do helps people. We are thankful we had the opportunity to help them make some of the most difficult retirement, financial, and tax decisions they will face in their lives.
Anthony and his wife, Veronica, have two adult children – Desi, an NFL official, and Vachon, an IT professional. He is involved with his local church and the Virginia State University Alumni Association.
Investment advisory services provided by Regal Investment Advisors LLC, an SEC registered investment adviser. Regal Investment Advisors is independent of Abrams Financial Services, LLC. Advisory services are only offered to clients or prospective clients where Regal and its representatives are properly licensed or exempt from licensure. SEC registration does not imply a certain level of skill or training.