Can you retire early?
Let’s find out…

Your Dream Life Awaits. Our Financial Advisors in Granite Bay and Chico, CA are Here to Help.

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RETIRE WITH CONFIDENCE

RETIRE WITH DIRECTION

RETIRE WITH A PARTNER

AS FEATURED IN

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.

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We help clients write their own “abundance story.” Yours could be next!

Often, retirement can seem like an ending, but at Abound Financial, we see it as a new beginning.
The chance to use your time as your own. That’s how Pat and his wife see their newly retired lives.
PAT & LISA | Gardnerville, NV

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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

Samuel Smith

Operations Associate

Jena Miller

Executive Assistant & Client Services Manager

Kaylin Valencia

Executive Assistant

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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.

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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.

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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.

No more boss, no more alarm clock. Just freedom, flexibility, and some fun.

Imagine waking up each day knowing that this is the day you get to do what you want, when you want.

Retirement life is an invitation into your best life.

You’ve always wanted to do something meaningful, now is the time. Whether it’s giving back, giving advice, or pouring into the next generation – we’re here to make all of that and more!

Enjoy the freedom and joy that comes with generosity.

You’ve worked hard to get to this point in your life. Abound Financial is here to help you pursue financial freedom so you can give what you want, where you want. We know that when you’re financially free, life can get better.

You’ve invested your money, now invest your time.

Imagine spending your days however you please, without having to worry about money. That’s what we want for you; a meaningful retirement where you can finally relax and enjoy life.

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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!

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