Our Services

With 76 Million Baby Boomers retiring over the next 20 years, we have spent our careers focusing on this demographic, to ensure successful retirement income planning. The transition from accumulation to distribution is the most important phase in the financial lifecycle; in order to help ensure a successful retirement we will be there to help you navigate all of the uncertainty.

 

Estate Planning

People spend a lifetime accumulating assets and building an estate with the intention of passing it on to their heirs or charitable beneficiaries.
 

Women in Transition

From career-woman to wife/partner, and from caring mom to single-motherhood, separation and divorce – women go through more transitions during a lifetime than most of us realize.
 

Divorce Planning

Relationships, like marriages or common-law spousal arrangements, are initiated with the best of intentions in mind and heart.

01. About Us

We are purposefully a boutique firm, founded by experienced CERTIFIED FINANCIAL PLANNERS™; offering REAL planning for a fair fee.

02. Our Philosophy

Our Philosophy is simple; we want to get to know you in order to help you make the best financial decisions possible.  Our mission is to help you “create clarity out of chaos”.

03. Our process

At Abundant Wealth Management, we are more than Financial Planners.  We are Life Planners to help our clients navigate through life’s complexities and uncertainties.

Our Team

Wealth Management Associate and Financial Planning Specialist

We manage assets for individuals and families, providing investment management, and financial planning services.

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