Important Disclosures

Grow With Abi provides financial education and planning guidance, tax preparation, and insurance-related services to individuals, families, and federal employees. Services are delivered in collaboration with a network of strategic partners who hold the appropriate licenses for the work they perform.

Grow With Abi is not a registered broker-dealer, not a registered investment adviser, and does not itself provide securities or investment advisory services. Insurance products and services, where applicable, are offered through individually licensed insurance professionals.

Insurance products, including life insurance, annuities, and long-term care insurance, are offered through licensed insurance professionals. These products are not deposits, are not insured by the FDIC or any other federal government agency, are not guaranteed by any bank or savings association, and may lose value depending on the product type and market conditions.

Guarantees associated with insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company. Policy terms, conditions, limitations, and exclusions vary by carrier and state of issue. Please review all policy documentation carefully before making a purchase decision.

Grow With Abi may receive commissions or other compensation in connection with the sale of insurance products. This compensation may vary depending on the product and carrier selected.

All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results. The value of investments may fluctuate, and investors may receive more or less than their original investment upon redemption.

No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Diversification and asset allocation do not ensure a profit or protect against a loss. There is no guarantee that any particular financial goal or target will be achieved.

The information provided on this website is for general informational purposes only and should not be construed as specific investment, tax, legal, or accounting advice. Individual circumstances vary significantly. Always consult with a qualified professional before making any financial decisions.

We are committed to protecting the privacy and confidentiality of your personal and financial information. Our data handling practices are designed to comply with applicable federal and state privacy regulations.

For full details on how we collect, use, store, and protect your information, please review our Privacy Policy.

If you have a complaint or concern regarding the services provided by Grow With Abi or any of our associated financial professionals, we encourage you to contact us directly so that we can work to address your concerns promptly and fairly.

You may also file a complaint with the appropriate regulatory authority. For complaints involving securities or brokerage services, you may contact FINRA's complaint center or pursue resolution through FINRA arbitration or mediation. Information about the FINRA dispute resolution process is available at www.finra.org/arbitration-mediation.

For complaints related to insurance products or services, you may contact your state's department of insurance. For tax-related concerns, you may contact the IRS or your state's tax authority.