Abundance may look different to every individual, but one thing is constant: it’s about so much more than the digits on the bottom line.

What does it mean to you? Is it finally enjoying the time to travel at a leisurely, non-business pace? Is it leaving a legacy someday for your great-grandchildren’s education – or the next generation in your family business? Or helping to support a local nonprofit whose mission touches your soul? Whatever it may be we’re here to listen, brainstorm, and create a customized game plan designed with the goal to help you achieve it – with clear eyes and a committed heart.

Check out how these clients have built a retirement plan around this concept. Then get in touch: We’re here to help write your abundance story.

Client Stories


Pat and Lisa

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.



Retirement can look different for everyone. For Lauren, it looks like going back to work, even in her retirement years.


Gary & Brenda

Life before retirement was hectic. Raising three kids, Brenda working as an educator and Gary working as a police officer and then in various high tech companies. Their life was full, to say the least. Read more…

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