How Abound Financial can help with your estate planning needs.

Safeguard your assets and ensure your loved ones are taken care of.


It can be tough to think about the future, but not planning for it can be even more stressful for your loved ones.

There are so many moving parts and questions that come up when talking about trusts and estates. Everything from what a trust is and how it works to how to set up an estate trust.

Abound Financial can help create a plan that strives to safeguard your assets and ensure your loved ones are taken care of. We’ll answer all of your questions and make the process as easy as possible for you. Invest your days knowing that you’ve done everything possible to protect yourself and your family.

Abound Financial and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

Many people spend their lives acquiring assets, but fail to plan for how to protect and grow their wealth.

Estate planning and trust planning are critical components of financial planning. At Abound Financial, we have a team of experienced estate planning professionals who can help you to create a solid roadmap that will give you peace of mind.

Let us help you create a financial strategy that will keep and grow your assets while providing for your loved ones.


Invest your abundance for the next generation.

You’ve spent years acquiring assets. Let us help you protect and grow your wealth so you can pass it on to your loved ones.


Maximize your tax savings.

Don’t give up more taxes than you have to. We can help you take advantage of tax breaks and minimize your liability.


Preserve your assets today and tomorrow.

We can help you create a plan to safeguard your assets from creditors, lawsuits, and other risks.


Don’t leave it up to chance.

Crossing your fingers is not a financial strategy. Let us help you create a solid plan that will give you and your family the peace of mind knowing that everything is taken care of.

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.

Not ready to schedule a meeting?  Let’s talk…

Retirement planning isn’t easy. But it can be straightforward. And it starts with transparency.  Let’s have a conversation about how we can help.



Summit Club is awarded to less than 1% of the firms more than 22,000 financial advisors nationwide.

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