Abrams Financial Group

Abrams Financial Group, Inc. has been serving families, individuals, and businesses with top-notch financial management strategies and money-saving solutions to secure the days ahead since 2005. Our independence adds strength to our professionalism, focusing on client benefits. We take time to understand your goals and strive to achieve them.

It is our pride to meet client expectations with their absolute satisfaction. Connect with us online, over the phone, or physically for more information.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Abrams Financial Group are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

Here are 3 Rollover Strategies for 401Ks:

1️⃣ Roll it into an IRA.
2️⃣ Roll int into an Annuity.
3️⃣ Transfer it to your new employer.

: Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Abrams Financial Group are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

The financial industry sometimes confuses investors by not clearly articulating the various roles and responsibilities of different industry participants. The list in this video is intended to clarify the role and value of an independent, fiduciary based advisor and to help set the proper relationship expectations.

The 8th and final of an advisor is: How we fulfill our fiduciary obligations.

As investment advisors, Brookstone and its IARs act as fiduciaries for all of our investment management clients. This means that we have an obligation to act in the best interests of our clients and to provide investment advice in the clients’ best interests. We avoid engaging in any activity that could create a conflict of interest with any client; however, if a conflict of interest does arise, full disclosure of that conflict will be made to the client. Reasonable care must be employed to avoid misleading clients and full and fair disclosure of all material facts (including fees) to clients and prospective clients will be made. We fulfill our fiduciary obligations by collecting information about you and your investment goals so that our recommendations are customized to be in your best interests. We disclose all fees, and conflicts, in this brochure and in the client agreement (Investment Policy Statement parts A and B) which are acknowledged by your signature.

: Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Abrams Financial Group are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.