Abiel Acosta Private Wealth Advisor - Lincoln Financial Advisors
CERTIFIED FINANCIAL PLANNER ™ Professional specializing in wealth preservation strategies for business owners and medical service professionals. Specifically, we address retirement income planning and exit strategies.
Abiel Acosta is in the Sagemark Private Wealth Services division of Lincoln Financial Advisors.
We help with the analysis and creation of wealth preservation strategies for business owners and medical service professionals.
Services include retirement income planning, estate planning, and business succession planning.
Spanish speaking.
Abiel Acosta is a registered representative of Lincoln Financial Advisors Corp.
Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. CRN 201110-2060017
Abiel Acosta is a CFP(R) practitioner.
Services include fee-based financial planning covering:
*Retirement Planning -Analysis of assets, income, taxes, liabilities and expenses -Retirement Income Strategies
*Estate Planning/Risk Management -coordination with other advisors for correct documents -estate tax reduction strategies -risk analysis
*Business Succession Planning -analysis of wealth needed to fund other financial goals -strategies and coordination with other advisors for exiting and transferring business
Clients are either in medicine or a small to mid-size business owner who has children working in the business with them. Usual concerns are retirement planning, wealth transfer and preservation, and taxes.
Minimum net worth of $3 million or investable assets of $500k.
Able to work with Spanish-speaking clients.
Majority of clients are physicians, medical service professionals and small to mid-size business owners.
Information Not Available
Social Clubs
Young Professionals Network Dartmouth College Alumn Assoc
Charities
Boys & Girls Club of Greater Oxnard and Pt Hueneme United Way
College Degrees
BA, Dartmouth College
Speaking/Teaching
Experience
Investment Planning Retirement Income Planning
Organizations
Sagemark Private Wealth Services Business Network Intl
