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Our service is built on investment advising and sound financial
planning. There are many investment vehicles that can be used to build your wealth-and we can assist you in whatever you might
be interested. These include stocks, bonds, real-estate, annuities, coins, and insurance. Any other interests? There are many
more investment vehicles than listed above. We are here to help you!
We solicit the efforts of local real-estate agents
to help you fulfill your dream of financial success. Those agents will be featured on a rotating basis. Abraham Lockhart is
not related to any real-estate brokerage services. We can not hold ourselves liable for mistakes made by agencies in real-estate.
In the realm of financial planning for businesses, we can assist you in risk-management, pension planning, and key-man
insurance.
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CollegeAmerica
529 Plans
Through the Virginia sponsored CollegeAmerica 529 program, offered by the American Funds, you can invest
for a child's education. There are many choices on which to build a great foundation. It is a simple application process!
It is amazing how much gold prices are changing each day. With an initial
purchase in 1972 (a Krugerand,) I did not see prices change much after the first three years or so, However, in the past
so many years, the Krugerand has certainly paid for itself over and over. We are designated as an
introducing broker through FideliTrade. Look at their website for more information.
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James
A. Carter Independently licensed in Life, Health, Annuities, and Variable Contracts. James is a Registered Representative
in investment advising at Abraham Lockhart Investment Advisory. 804-829-9805
Periodically we will introduce
our website visitors to a different Richmond area agent. These agents represent an individual agency and we hope to give you
a broad range of insurance opportunities. Abraham Lockhart is totally independent of these agents.
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Finding and
helping your favorite charities: In which charities do you “invest”? You make an investment in your favorites every time
you send money to any entity. So, how do you pick the ones that do the best work? The American Institute of Philanthropy might be a good starting point, unless
you already know where to invest. They rate the effectiveness with their “rigorous analysis.”
The American Institute of Philanthropy
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(http://www.famis.org/ “FAMIS is Virginia's low-cost health insurance for children whose
families earn too much to qualify for Medicaid but do not have private health ...” This is a financial planning
tool for young families.
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