Reno, Nevada Office: 775-444-9335 Atlantic City, New Jersey Office: 609-527-3339 Houston, Texas Office: 281-982-4428 West Hollywood, CA Office : 424-365-1403
WELCOME TO THE FAMILY
Financial Education in all communities
At Abshire Family Financial, we prioritize building strong and lasting relationships with our clients. As a family-owned and operated business, trust and transparency are at the core of our values. With 15 years of experience in financial and estate planning, our team is well-equipped to you achieve your long-term goals. We are proud to community-centered and veteran-owned, and our mission is to help everyone achieve financial security.
WHO WE ARE
Jesse Abshire
Chief Executive Officer
Business Degree in Microeconomics, Accounting and Business Finance.
Graduate Degrees in Psychology and a Medical Doctorate
Member of The Association of Financial Consultants
U.S. Army Veteran, 10th Mountain Div.
Honorary Sheriff for Washoe County
National Provider License Number:
20386621
Jordan Abshire
Chief Operational Officer
National Merit Scholar
Phi Alpha Delta Member
National Provider Number: 197336070
Financial & Insurance Services
Income Planning
Are you feeling overwhelmed with income planning for retirement? Abshire Family Financial is here to help you navigate through each phase of income planning - accumulation, distribution, and preservation or transfer. We can assist you in utilizing tax-advantaged vehicles to help achieve your retirement income goals. Let us help you plan for a secure financial future.
Tax Strategies
Planning for retirement involves considering your tax liability and developing a strategy to minimize taxes. To make the most of possible tax credits and deductions, we suggest customizing a retirement plan. This can help you achieve your financial goals and secure your future.
Legacy and Estate Planning
Legacy planning is an essential part of a successful retirement plan. It ensures that your final wishes are respected and that your legacy continues to benefit your loved ones. We offer various ways to help you plan your legacy, whether you want to preserve assets for future use or transfer your wealth to beneficiaries. Contact us to learn more about our services.
Asset Maximization and Technology
We understand that navigating today's complex marketplace can be challenging. That's why we're here to help you accomplish your investment aspirations and goals. Our recommendations are tailored to your unique needs, factoring in your risk tolerance, time frame, and income specifications. Trust us to guide you towards financial success.
5- Step
Retirement Planning System
Step 1: Selecting A Financial Service Professional
Step One explains the role of a financial services professional and introduces New Generation Retirement Planning. (Takes place in 1st Appointment)
Step 2: Fact & Feeling Finding
Step Two encompasses thought-provoking questions about your financial well-being. It begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback. (Takes place in 1st Appointment)
Step 3: Retirement Planning
Step Three allows us to craft a holistic plan based on your goals and objectives, which is accompanied by a formal presentation using the Color of Money, Social Security Maximization and Retirement Compass reports that allow us to engage in the important task of feedback prior to execution. (Takes place in 2nd Appointment)
Step 4: Solutions & Executions
Step Four incorporates independent third-party research and solutions based on careful consideration of your asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies. (Takes place in 2nd or 3rd appt)
Step 5: Ongoing Relationship
Step Five addresses long-term client engagement and five-star service by providing you with unique technology and enhanced value-add, with technology that include Generational Vault, ByAllAccounts, and Wealth Watch, and client engagement that includes client appreciation events, review meetings, webinars, and workshops. We treat you like family and want to be there to help you celebrate your birthday or anniversary or be there when you feel under the weather
Our Team, Medicare and You
Our licensed and independent insurance agents have a deep understanding of your available Medicare Health Plan options including Medicare Supplement, Medicare Advantage, and Part D Prescription Drug plans. That means they’re ready to find the Medicare strategy that’s right for you!
STATE LICENSING:
Abshire Family Financial goes above to meet with their clients no matter their location. We offer in person, phone and zoom video calls to accommodate our clients. Even if you do not see your state, it is ok to reach out and will guide you to the right place.
MEET THE TEAM
GINA FEATHERSTONE
Life and Health Licensed
My name is Gina Featherstone, I am currently licensed in Life and health insurance. I am a native Nevadan, born and raised. I look forward to helping clients find strategies that fit their lifestyle and ease their concerns. In my free time, I enjoy being outdoors, socializing and traveling.
Thank you to Abshire Family Financial for recommending, reviewing and preparing a retirement package for our family. Jesse and Jordan Abshire were very professional and responsive to our family's needs and we look forward to working with them in the future.
Chris I. Brooklyn, NY
I wanted to thank Jesse and Jordan Abshire for helping me visualize my retirement goals. They were patient and professional in answering all my questions. I would recommend them to my friends if you are in need of retirement strategy. Thanks!
John B. Chico, CA
"I really appreciate how they listened to my goals and made a plan for me. I would highly recommend this agency to anyone"
Starr N. Susanville, CA
Jesse and his wife are amazing. They helped us with the kind of financial plan that we need. We are happy that we will have a retirement plan at the end.
Zee Shan and Saira C. Eatontown, NJ
Jesse and Jordan were great. They showed us multiple options that would meet our financial goals. We never felt pressured to sign up or continue the relationship with Abshire Family Financial. They just provided us the data, answered all our questions and then gave us time to digest the information and make the right decision for us.
James L. Virginia
Abshire Family Financial are the absolute best! They are very knowledgeable and super easy to work with. Everything has gone so smoothly in setting up all my financial needs! Highly recommend!!
Kimberly F - Reno, NV
CONTACT US
Contact Abshire Family Financial today and let us take the burden of worry off your shoulders.
Abshire Family Financial
50 S. Virginia St., Suite #319
Reno, NV, 89501
Reno, NV Office: 775-444-9335
West Hollywood, CA Office: 424-365-1403
Atlantic City, NJ Office: 609-527-3339
Houston, TX Office: 281-982-4428