Financial advisors guiding you to and through retirement. Now serving Rocklin, CA

Get advice today to help you feel confident with your finances when you retire.

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Are you looking for a knowledgeable financial advisor in Rocklin, 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.

  • How much money do I need to retire?
  • What is the best way to invest my money?
  • When should I start saving for retirement?
  • Is a 401k enough to save for retirement?
  • How do I know if I’m on track for retirement?
  • Should I buy an annuity or life insurance policy?
  • How often should I review my finances?

Our clients in Rocklin, 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.

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Have an experienced professional guide you through the income tax planning process.

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Get the help you need with your estate planning needs to ensure your loved ones are taken care of.

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Abound Financial can manage your portfolio to help you relax and enjoy your golden years.

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Make sure you have enough money to cover your costs so you won’t have to worry about running out of money in retirement.

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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.

Find Your Future with a Certified Financial Planner™ in Rocklin, CA

Unlock a Wealth of Possibilities Right in Your Hometown

Ever feel like your financial dreams are just that – dreams? You’re not alone, but help is closer than you think. At Abound Financial, our local Certified Financial Planner™ professionals are right here in Rocklin, CA to guide you to a future you can feel good about.

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.

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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.

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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.

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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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DAVID LAUT HONORED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

Chairman’s Club is awarded to less than 4% of the firm’s more than 19,000 financial advisors nationwide.

* The achievement is based on annual production among LPL Advisors only.

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 Rocklin, 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.

Rocklin is a city in the middle of California, specifically near Sacramento. It was first acknowledged in the 1800s as a location along the transcontinental railroad, around the same time as the start of granite mining. As mining continued to rise in the 1900s, Rocklin became an exporting center for granite.

Rocklin is known for its rich history of business development. To this day, the city of Rocklin is home to a wide range of businesses.

Rocklin is also known for its beautiful landscapes and community. One of the highlights of Rocklin is undoubtedly the panoramic views of the Sutter-Butte mountain range in the west, along with the Sierra Nevada mountains to the northeast. Quarry Park, an outdoor community space and event venue, is another excellent point of interest. Quarry Park is a part of the Quarry District, which includes Rocklin’s Train Depot and Civic Center.

Rocklin’s median household income is just over $100,000 per year. The robust public transportation system accessible to Rocklin residents lowers transportation costs that would be higher in suburban or rural areas.

Notably, Rocklin has become one of the fastest-growing cities in California. Over the past decade, it saw over a 20 percent increase in population, with nearly 73,000 residents. Money Magazine listed Rocklin as one of the top 50 cities to live in the United States in 2021, so interest in Rocklin is certainly continuing to grow.

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