Abernathy Financial Services

We help people find fulfillment in their lives... by defining their future, informing their decisions and helping them manage their financial behaviors.

Financial planner in Grapevine, TX (show on map)

A financial planning firm focusing on retirement income planning, distribution, and wealth transfer for individuals, families, and small businesses.

Call (817) 310-3853

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About

Abernathy Financial Services, led by Heath Abernathy, CFP®, provides personalized financial planning for individuals, families, and small businesses with a focus on retirement income planning, distribution, and wealth transfer. The firm emphasizes building long-term relationships, adopting an integrated approach across financial planning, portfolio management, estate planning, tax planning, small business planning, and retirement strategies.

By leveraging the global intellectual capital of SagePoint Financial, Inc., the practice collaborates with clients to define their future, inform their decisions, and manage their financial behaviors effectively.

Long-term relationships with Certified Financial Planner™ practitioners

Integrated approach across wealth management components

Access to global intellectual capital through SagePoint Financial, Inc.

Services

Financial Planning

Comprehensive financial planning tailored to individuals, families, and small businesses, focusing on retirement income planning, distribution, and wealth transfer.

Long-term relationships Integrated approach across wealth management components Access to global intellectual capital through SagePoint Financial, Inc.

Retirement Planning

Strategies to accumulate and manage funds for retirement, ensuring clients can pursue desired retirement activities.

Focus on retirement income planning Distribution and wealth transfer strategies

Estate Planning

Management of personal affairs during life and control of wealth distribution after death, including healthcare and financial management provisions.

Estate conservation strategies Healthcare and financial management directives Living trusts and wills

Tax Planning

Strategies to manage and optimize tax liabilities, reducing the tax burden on clients.

Tax-efficient investment strategies Estate and retirement tax planning Compliance with federal and state tax regulations

Insurance Planning

Designing insurance strategies to protect clients from financial risks associated with unexpected events.

Term, permanent, and variable life insurance options Disability income and long-term care insurance Risk management through comprehensive insurance coverage

Investment Management

Creation and management of investment portfolios tailored to clients' risk tolerance, time horizon, and financial goals.

Mutual funds and variable/ fixed annuities 529 College Savings Plans and IRAs Portfolio construction and management

Credentials & Certifications

Certified Financial Planner™

Since not specified

Frequently Asked Questions

What is financial life planning? +

Financial life planning involves defining future goals, informing decisions, and managing financial behaviors to help clients find fulfillment in their lives.

How does Abernathy Financial Services integrate wealth management components? +

The firm adopts an integrated approach across financial planning, portfolio construction/management, estate planning, tax planning, small business planning, and retirement planning.

What types of insurance does Abernathy Financial Services offer? +

The firm provides term, permanent, and variable life insurance, as well as disability income and long-term care insurance.

What investment options are available through Abernathy Financial Services? +

Clients can access mutual funds, variable and fixed annuities, 529 College Savings Plans, IRAs, 401Ks, and individual 401Ks.

How does Abernathy Financial Services approach estate planning? +

The firm focuses on effective estate management, healthcare directives, and wealth distribution strategies, utilizing living trusts and wills as needed.

What is the role of a Certified Financial Planner™ practitioner? +

A Certified Financial Planner™ practitioner, like Heath Abernathy, provides personalized financial guidance, helping clients define their future, make informed decisions, and manage financial behaviors to achieve their goals.