Kamloops & District Chamber of Commerce News

The Path from Financial Dreams to Reality with Abbott Wealth Management

The path to achieving your financial dreams begins with Abbott Wealth Management. Whether you’re saving up for a world tour after college; looking to purchase your dream home for your family; or ensuring that you’re taken care of when you retire, Abbott Wealth Management is here to help you achieve those dreams. After pairing you with one of their expert advisors, you will have the opportunity to create a realistic, sustainable strategy that will turn your dreams into a reality.  

It all begins with a Dream Journal. In one of your first discussions with your advisor, you will be asked where you see yourself in the future. Then, you will look at where your finances are now. By knowing where you are and where you want to go, you and your advisor will create a plan. This plan will be effective, easy to stick to, and focused specifically on your goals. It will include cash flow and insurance planning, portfolio management, and tax and estate planning, which your advisor will explain in simple terms. 

Once your plan is in place, Abbott Wealth Management knows how important it is for you to stay on course. That’s why you and your advisor will be checking in regularly to measure and celebrate your successes, while adjusting where necessary. The Abbott approach will not only keep you on course, but keep you motivated.  

They believe in integrity above all and strive to create a professional, respectful relationship with their clients. They make every effort to provide objective, impartial, and complete information to you about your financial needs and commit to offering realistic advice with the options available to you, as well as outline both the negative risks and the positive aspects of any recommendation.  

The Abbott approach is performance-based in order to measure and monitor achievements. They believe that staying on top of things consistently means they can adjust and course-correct for optimal success. Their clients’ needs are always placed above their own, and their clients’ success is the most important thing to them. With Abbott Wealth Management on your team, you can rest assured that your Dream Journal is on the optimal path to becoming a reality. 

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The Kamloops Chamber of Commerce is situated on the traditional and unceded lands of the Tk'emlups Te Secwepemc within Secwepemc'ulucw, the traditional territory of the Secwepemc people. We are honored to live and work and play on this land and acknowledge the complicated history and humbly move forward in a spirit of collaboration and gratitude.