How We Work With You

The pursuit of abundance is not a one-size-fits-all proposition. That’s why we offer a flexible path towards your destination, whether you need a full-service navigator or a skilled copilot.

Financial Planning: You set the destination. We’ll plot the course.

Charting your course towards abundance begins with a sensible plan that’s built on your vision. Our financial planning services are designed to provide a logical, transparent view of all the milestones on your journey, including:

  • Personal Financial Planning Website
  • Personalized Asset Allocation based on your unique situation
  • Income Tax planning towards minimizing taxes
  • Retirement readiness assessment and cash flow projections
  • Professional network of Estate Planning, Tax, Insurance, Medicare, and Consulting Professionals
  • Coordination of advice between tax and estate planning advisors
  • Estate planning review
  • Review meetings two times per year
  • Exclusive client appreciation events

Investment Management: We’ll watch the numbers while you plan next steps.

From plotting the course to helping keep things moving and growing, our market experience is at your disposal, through:

  • Managed Portfolios using low-cost investments
  • Tax-Efficient investing of retirement and non-retirement accounts
  • Portfolio Rebalancing
  • Performance Reporting
  • Online Account Access

Retirement planning made simpler

Request our step-by-step guide to planning your retirement and managing your money with confidence.

Thank you for your interest. A member of the Abound Financial team will be in touch soon to share our introductory guide and answer any questions.
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Tax and legal services are neither provided nor endorsed by WCG Wealth Advisors, The Wealth Consulting Group, Abound Financial, LPL Financial or affiliated advisors. The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of WCG Wealth Advisors, The Wealth Consulting Group, Abound Financial or LPL Financial

David Laut

CEO, Certified Financial Planner™

David Hicks

Financial Planner

Bekky Vera

Client Operations Associate

Lisa Matenaer

Executive Assistant

Contact Us

Retirement planning isn’t easy. But it can be simple. And it starts with transparency.

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