Are you looking for a knowledgeable financial advisor in Folsom, CA?
If you don’t have a plan for retirement, you could end up working longer than you want to. Or, even worse, running out of money in retirement. Abound Financial can help you avoid these pitfalls by creating a personalized retirement plan that fits your unique needs.
Our clients in Folsom, CA are finding solutions to their unique retirement challenges.
Abound Financial has helped families right in your backyard retire with confidence. We’d love to help you too.
Have an experienced professional guide you through the income tax planning process.
Get the help you need with your estate planning needs to ensure your loved ones are taken care of.
Abound Financial can manage your portfolio to help you relax and enjoy your golden years.
Make sure you have enough money to cover your costs so you won’t have to worry about running out of money in retirement.
Many people feel overwhelmed when they think about retirement.
They don’t know where to start, or they feel like they can’t afford to retire. At Abound Financial, we understand those concerns and we’re here to help. We specialize in creating retirement income plans that are tailored to your needs. We can develop a plan that strives to make sure you have enough money to cover your costs and lasts throughout your retirement so you won’t have to worry about running out of money.
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.
From a distance, the future can seem like an intimidating concept. It doesn’t have to be.
With so many unknowns, it can be easy to become bogged down in planning and lose sight of the fact that retirement is supposed to be a time when you can relax and enjoy your golden years. Our financial advisors take a holistic approach to retirement planning that aims to take out the guesswork and put you back in control. Our clients all around Folsom, CA come first, which means we take the time to get to know you and your unique needs so we can create a tailor-made plan that fits your unique situation.
We work with you to not only plan for the future but also manage your finances so you can make the most of your retirement. With our help, you can work towards the abundant retirement you’ve always wanted. Contact us today to learn more about how we can help you pursue your retirement goals.
Folsom has a history centered on the Gold Rush in the 1800s. Due to how many people traveled to Folsom and nearby San Francisco seeking gold, it became home to the first railroad in Western America.
Many look to Folsom’s history as the root of its diversity. Now, Folsom’s population includes large groups of Asian and Latinx residents. However, before the Gold Rush, Southern Maidu and Nisenan Native American tribes were the first to populate the city of Folsom. The town now honors these tribes with the Nisenan Community Park, acknowledging that the city is on Native American land.
Nature is a core part of community life in Folsom. This city boasts about 48 parks and a seemingly endless abundance of trails. This makes Folsom incredibly family-oriented, as these parks encourage families and children to get outside and enjoy nature. Folsom Lake State Recreation Area ranks as one of the most visited parks in the California State Park system, and if you visit, you’ll instantly be able to see why it’s so popular.
Folsom has been part of many significant milestones and advancements. It was home to the first railroad in the west, the world’s first long-distance transmission of electricity, and historic infrastructure projects such as the Fulsom Dam and a network of beautiful bridges.
Folsom has a median household income of $119,824. Folsom’s cost of living exceeds $4,000 monthly for a family of four. The higher household income accounts for Folsom’s high cost of living.