Abood Wealth Management, LLC

09/18/2025

🚀 I founded Abood Wealth Management with a clear mission: to help individuals and families make confident financial decisions.

As an Investment Adviser Representative with Simplicity Wealth, I serve as a fiduciary—legally and ethically bound to always put my clients’ best interests first.

Over the past 4 years, I’ve had the privilege of guiding clients as a financial professional. My focus has been:
✔️ Protecting and growing retirement savings
✔️ Designing strategies to safeguard principal
✔️ Providing steady growth and creating lifetime income

Helping people feel confident about their retirement future has been both my honor and my passion.

With my Series 65 license, I’m able to go beyond retirement income planning into comprehensive wealth management—offering transparent, personalized strategies built around each client’s unique goals.

At Abood Wealth Management, my mission remains simple:
👉 To help my clients plan for retirement with confidence—knowing their wealth is managed with care, integrity, and a fiduciary standard of excellence.

🌐 Learn more: aboodwealth.com
📩 Contact me: [email protected]

07/11/2025

There's a perfect opportunity brewing right now!

The stock market is at historic highs and some even say overpriced.

Making this the perfect time to take some chips off the table.

Especially if you're getting close to retirement (within 3 to 5 years)

To make the storm more perfect, interest rates are near 20 year highs!

This makes the pension type payout rates of certain financial products insanely competitive.

Many of my clients have already taken advantage of this storm by locking in these high yields while they still exist and while the market is at a peak.

No one ever said it was a bad idea to sell high

I find it crazy that some people, who are so close to retirement, and already have enough money to retire (or close to it) still CHOOSE to risk themselves to try to eke out maybe a little bit more.

Meanwhile, they're at risk of losing HALF of what they could have had.

If you are getting close to retirement and want to see what I'm talking about let's set up a time to chat

I'll run you my Income For Life report that will tell you:

What your income will be for the rest of your life?
How long your money will last?
What happens when your spouse dies?
ETC...

No charge to meet, nothing to buy at this point..

01/22/2024

08/09/2023

Setting your kids up for success!

Strategy:

💰Start a compound interest account $100-$200/m
💰Continue to fund it until they graduate from college.
💰Transfer ownership to them once they start working.
💰Match them whatever they contribute (double funding)
💰Allow the interest to grow and compound (8th wonder of ).
💰Take a loan when needed for a first car or a first house.
💰Pay back loan into your own policy (private bank).
💰Rinse and repeat so you never need a bank for financing again.
💰Create a trust, establish a family legacy!

You are welcome!

DM me!

01/22/2023

The earlier you can start an uninterrupted compound interest account the better!

If your in your 20’s, stop listening to all your broke friends and family members! You should be building your financial legacy now!

If your in your 30s and 40s, it’s not too late to start!!

If you are in your 50s and 60s you’re going to have to be putting away $1000 a month or more, if you want to build a decent retirement!

The bottom line is, your need to get started now!!

Let me run you an illustration and show you your numbers!

Corey Abood - (352) 978-7822