Abrams Financial Group

Abrams Financial Group PROFESSIONAL FINANCIAL GUIDANCE FOR A LIFETIME. Abrams Financial Group services families, individuals, and businesses. Julie is a published author of two books.

We consider our independence a great strength because we work solely for the benefit of our clients. We strive to meet client expectations through a deep understanding of their goals and what it takes to achieve them. Our primary metric of success is continual client satisfaction. Our integrated and customized approach has earned us a reputation for crafting innovative solutions for our clients. J

ulie Abrams has over 35 years of experience in the Financial Services Industry. Julie has a vast knowledge of investments and insurance products within her expertise in Retirement Planning. In 2005 Julie became the sole owner and President of Abrams Financial Group, Inc. The company has offices in Tampa, Florida, and Sandy, Utah. Her most recent book, Retirement Planning, explains how to navigate your financial future throughout retirement. Julie has over 400 clients located across the country. 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.

Retirement Planning is available on Amazon.com!📘 Click the link below to purchase it today!https://amzn.to/3N59CFRInvest...
11/15/2022

Retirement Planning is available on Amazon.com!

📘 Click the link below to purchase it today!
https://amzn.to/3N59CFR

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.

Abrams Financial Group, Inc. has been serving families, individuals, and businesses with top-notch financial management ...
11/14/2022

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.

11/11/2022

Today, on this , we honor those who have served our country. We may not know them all, but we owe them all. Thank you for your service! 🇺🇸

Julie is a published author of two books. Her most recent book, Retirement Planning, explains how to navigate your finan...
11/08/2022

Julie is a published author of two books. Her most recent book, Retirement Planning, explains how to navigate your financial future throughout retirement.

: 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.

Did you know that Julie is a Certified Instructor for the Retirement Wealth Academy?It's true! ✔️The Retirement Wealth A...
11/08/2022

Did you know that Julie is a Certified Instructor for the Retirement Wealth Academy?

It's true! ✔️

The Retirement Wealth Academy is a national association of financial professionals dedicated to arming the everyday American with much-needed knowledge on how to retire well.

In fact, the book shown below is one that Julie uses in her classes!

Find out more here: https://retirementwealthacademy.com/

: 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 ...
11/01/2022



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.

Happy Halloween! 🎃
10/31/2022

Happy Halloween! 🎃

Wealth transfer is the transfer of wealth or assets to beneficiaries upon the death of the owner through financial plann...
10/25/2022

Wealth transfer is the transfer of wealth or assets to beneficiaries upon the death of the owner through financial planning strategies that often include wills, estate planning, life insurance, and trusts in a tax-efficient manner.

As you reach retirement age and throughout retirement, the question of transferring wealth to your heirs becomes increasingly important. Regardless of the size of your estate, most people want to know that their assets will move to their beneficiaries easily and at the lowest rate of taxation possible.

There are excellent ways to ensure your wealth transfers to the next generation the way you want it to. Often, the strategies we use involve consulting with accountants and attorneys in addition to our Financial Services firm.

: 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.

Simple, easy to understand and written in a highly entertaining manner, if you have any desire to win the game of invest...
10/19/2022

Simple, easy to understand and written in a highly entertaining manner, if you have any desire to win the game of investing and ensure a highly successful retirement, then you won't want to miss this book! Coming soon to Amazon.

: 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 o...
10/17/2022

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.

10/13/2022

Fed Raises Rates... Market Says Maybe too Far

The markets fell following the Federal Reserve's 75-basis point rate hike. Mark DiOrio discusses what's behind the numbers and what's driving the pessimism.

Mark also predicts whether the Fed will continue its aggressive campaign to raise interest rates to slow inflation, and he breaks down how these rate hikes are pushing back against "The Wealth Effect" to cool consumer spending.

: 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.

At Abrams Financial Group, part of our expertise includes smart financial strategies for seniors!Visit our website to f...
10/12/2022



At Abrams Financial Group, part of our expertise includes smart financial strategies for seniors!

Visit our website to find out more: https://abramsfinancialgroup.com/expertise/

: 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.

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Tampa, FL
33607

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