Stephen Maggard

About Stephen Maggard

Have a 7⃣ or 8⃣ figure net worth? Ready to stop stressing over the grind of keeping your financial house in order?You’re not alone, and we can help!Over the years, the financial landscape has only increased in complexity and there’s no indication it’s getting any simpler. It’s stressful to balance running a business, keeping your accountant happy, remembering to increase your liability insurance, and following through with your estate attorney’s recommendations….you did remember to re-title the business interests into your trust right? 🤔It can be overwhelming to manage these complexities on your own. So much to do, and so little time ⏱.Abacus provides concierge services to families with shared assets. We take things off your plate and specialize in working with… family businesses real estate timber land oil and gas interests So if this sounds appealing to you, send me a short message or pick up the phone. Let’s have a conversation around your needs and if we might be a fit:(80••••••54.Don’t worry, like you, we can’t stand high pressure sales calls. 🤦‍ So you won’t get that from us. Not ready to reach out? Click the “follow” button on my profile to check us out from a distance.

Experience

1. Financial Advisor

   Abacus Planning Group

   Jul 2020 — Present · Columbia, SC, US

   As a member of the financial planning team, I work closely with clients to understand their objectives in order to develop, implement and monitor a comprehensive financial plan to achieve those goals.

Education

• Army Logistics University - College of Professional and Continuing Education

  Logistics, Materials, and Supply Chain Management

  2016

• Florida State University

  Certificate, Financial Planning

• Presbyterian College

  Bachelor’s Degree, History