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You’ve spent your life working hard, and now you’re ready to retire. But can you really afford to?
It’s not a mystery. When we work together, you can feel confident about retirement. Many people are unsure of what they need to do in order to make retirement a reality. Abound Financial specializes in helping people determine whether they can retire now or if they need to keep saving toward their retirement goals. Plus, we’ll manage your portfolio so you don’t have to think about it – making the entire process simple for you. An abundant retirement is possible for you. Let’s get there together.
What if we made retiring easier?
At Abound Financial, we believe you shouldn’t have to worry about a thing when you retire and all the details should be taken care of for you. We offer comprehensive financial planning so you can feel confident about retirement and spend more time doing what you love.
David Laut
Chief Investment Officer, CFP®
David Hicks
Lead Financial Planner, CFP®
Michael Carroll
Relationship Manager
Jena Miller
Client Services Manager
Samuel Smith
Client Services Associate – Granite Bay
Kristin Waters
Client Services Associate – Chico
Grace Martinelli
Executive Assistant – Granite Bay
Kaylin Valencia
Executive Assistant – Chico
Three simple steps to managing a great retirement life
When you’re working, your focus is on the future. The future is now, and this is how you get there.
We Start Where You Are At
We’ll help sort out your current financial situation and assess what you need to do to make the retirement you want a reality. The process is personal and tailored to your dreams.
We Design A Game Plan
We’ll map your suitable path forward. Whether it’s personalized financial planning or simplified investment services – we will help you figure out what is best for you.
We Review it Regularly
Planning plus results equal performance. We’ll determine what needs to be done, and then get it done for you. Then we assess our progress toward your goals to make sure we’re on track.
Learn the simple steps to pursue financial abundance in your life with our team
We specialize in creating retirement income plans that are tailored to your needs. We strive to make sure you have enough money to cover your costs, and that you won’t have to worry about running out of money in retirement.
We believe that retirement should be a time of relaxation and enjoyment, without any of the stress. That’s why we take on the responsibility of managing your portfolio – to help you relax and enjoy those golden years!
With all of the adjustments in how you receive income and tax codes that constantly change, this is brand-new territory for you. We can assist you in navigating these changes and keeping you up to speed on any new tax code modifications.
When it comes to estate planning, having a strategy in place is essential. We provide estate planning services that can help you safeguard your assets and ensure that your loved ones are looked after you’re gone.
You may decide you want to assist family and friends in need during your new season of retirement. We applaud your generosity and want to ensure that you are able to do so in the most financially efficient way possible.
The tax and estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Meaningful Retirement: Transition Into the Life You’ve Been Saving For
Making the decision to retire is a big one. It’s the end of one chapter and the beginning of a new one. Retirement is supposed to be a time to relax and enjoy life after years of hard work. But it can also be stressful if you’re not sure what to do next. The fear of a completely different way of life can be overwhelming.
How do you know if you’re ready? And what if you’re not sure how to manage your money in retirement?
At Abound Financial, we specialize in helping people just like you transition into retirement. We will take on the financial decisions for you, so that you can relax and enjoy life! We create a portfolio that is tailored to your needs and will require very little upkeep from you. You can relax and enjoy life, knowing that your money is taken care of.
We’ll make sure that your retirement is everything you dreamed of – without any of the stress. You’ve been planning for this day for years, and now it’s time to enjoy it!
What is an abundant life?
Retirement planning made simpler
Request our step-by-step guide to planning your retirement and managing your money with confidence.
