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
CEO, Certified Financial Planner™
Mark Barrett
Certified Financial Planner™
Mark Burns
Certified Financial Planner™
David Hicks
Certified Financial Planner™
Lisa Matenaer
Chief of Staff
Gail Engler
Sr. Operations Associate
Julie Postier
Operations Associate
Matt Rindels
Operations Associate
Jena Miller
Executive Assistant
Kaylin Valencia
Executive Assistant
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
Retirement Income Planning
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.
Investment Management
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!
Income Tax Planning
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.
Estate Planning
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.
Assistance to Loved Ones
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.
Tax and legal services are neither provided nor endorsed by WCG Wealth Advisors, The Wealth Consulting Group, Abound Financial, LPL Financial or affiliated advisors.
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?
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