Our team at Abound Wealth helps people take their finances to the next level as Fee-Only Fiduciary Financial Advisors.
We specialize in well-thought-out, easy to understand plans for smart savers who are passionate about building financial independence.
We work with clients all over the country and we’d love to add you to the family.
There are 3 times it makes sense to hire a financial advisor:
1. The gravity of your financial decisions is so great that you no longer feel comfortable going at it alone.
When you first start building wealth, a 10% blunder on $10,000 probably won’t derail your long-term plans. Once your assets grow to $250K or higher, that 10% blunder can substantially alter your plans.
2. Your financial situation has gotten complicated.
Your household income is increasing, your compensation structure is changing, your taxes are becoming too “involved,” or you’re unsure of how the retirement, college, estate, investing, tax, and insurance pieces of the puzzle all fit together. You know what to do, but are you doing everything you’re supposed to in the most efficient way possible?
3. There aren’t enough hours in the day.
Trying to balance work, family, community, and recreational activities can make it extremely difficult to carve out time to focus on your financial affairs. You want to make sure you can focus on what truly matters. Having someone to help carry the financial burden can create the abundance you need.
If any of these sound like you, we invite you to contact us. We would love to talk to you about the benefits of working with a transparent and fee-only firm like Abound Wealth.