Abbs Retirement Advisors is a Saginaw-based wealth management firm founded by David Abbs in 1982. We’re dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. Our mission is to get to know and understand your needs, wants, and long-term goals.
’s designed to address your individual situation.
We Are Carson Partners
Our firm is part of a nationwide network of advisors, Carson Partners. Carson is made up of partner firms across the country, serving everyone from young families just starting out to ultra high net worth retirees.
As a Carson Partner, we can provide the top resources and thought leaders of a national company, while still knowing you by name when you stop by. We are committed to helping you and your family grow on your terms and your timeline.
Meet the Carson Team
Ron Carson
FOUNDER & CEO
Ron, the founder and CEO of Carson Group, is a Barron’s Hall of Fame advisor and a well-recognized leader in the profession. A New York Times best-selling author, Ron is accredited as a CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, and a Chartered Financial Consultant, as well as a noted business leader.
Aaron Schaben
PRESIDENT
In his role with Carson, Aaron is focused on continually improving the overall client experience. He is constantly researching and working with Carson’s partner firms to bring new strategies, enhance communications, improve client education and drive transparency.
Teri Shepherd
PRESIDENT
Teri focuses on strategic planning and development, financial forecasting and analysis, as well as continuous improvements to optimize the client experience. Teri leads the operations, technology, compliance and legal teams that oversee more than 95 advisor firm locations.
Jamie Hopkins
DIRECTOR OF RETIREMENT RESEARCH
A nationally recognized writer, researcher and educator, Jamie is a regular contributor for Forbes, InvestmentNews and MarketWatch. He has been published in dozens of financial, educational and legal journals, and he’s the media’s go-to expert on retirement income planning and tax law, along with making regular appearances at Carson Partners events.
How We Serve You
Our goal is to make the complex simple so you can focus on living the life you want. We provide:
Core Values
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
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As part of the quest for co-curricular learning, a large number of students at Acharya Bangalore B School have formed an association (FINANCE CLUB) that forms a stage for interaction of students, academicians and professionals from the corporate world with a focus on finance theories and practice.
Finance Club of ABBS tries to take the students to the doorsteps of the professional world of the finance domain via various activities and options. This Club tries to lend ABBS its version of Wall Street.
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MISSION
To foster and promote students' interest in the financial world, to act as a forum for discussing current issues, and to provide students with knowledge and assistance in their career search and decisions
VISION
To create a hub of knowledge, a platform for interactive learning and a facilitator for career progress by connecting students, industry, alumni and academia
Most people leave their financial advisor confused about what’s happening with their money.
Our advisors are just as good at explaining investments as they are at making them. Our clients fully understand what’s happening with their money at every stage of their financial journey.
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