top of page
Image by Scott Webb

Services

At Abundancia, we redefine financial advising, partnering with you on your entrepreneurial journey. We champion small businesses, providing lasting financial wisdom and support.

Our guidance covers more than numbers, addressing operational efficiency, employee well-being, and community engagement. We adapt strategies to market changes, ensuring resilience and growth, and support legacy preservation and philanthropic efforts.

Focused on financial literacy and fair policies, our client-centric approach makes your success our priority. We simplify financial concepts and build strong retirement strategies. Explore our website for valuable resources. Your path to financial prosperity starts with Abundancia.

How It Works

Value-Based
Financial Planning:

  • Debt Pay-off

  • Credit Management

  • Budget Planning

  • Mortgage Prepayment Plan

  • Retirement Plans

  • Savings Plan

  • Business Succession Plan

  • Business Valuation

  • Asset Transfer

  • Asset Protection

  • Tax Planning

  • 401(k) Planning

  • 403(b) Planning

  • Keogh Planning

  • College Plans

  • Estate Plans

  • Profit Sharing Plans

Insurance:
 

  • Disability Income Insurance

  • Life Insurance

  • Long-Term-Care Insurance

  • Supplementary Insurance:

  • Cancer

  • Accidents

  • Hospital

  • Critical Illness

  • Miscellaneous Insurance

Guaranteed Investments

  • Educational IRA (CAE)

  • Traditional IRA

  • Roth IRA

  • Savings Accounts

  • Annuities

  • Supplemental Retirement Income Plan

  • Executive Bonus Plan

  • Key Man Insurance

  • Buy Sell Agreements

  • Disability Buy Outs

3D5A4483.jpg

Contact

Like what you see? Get in touch to learn more.

  • Facebook
  • Twitter
  • LinkedIn
  • Instagram

Thanks for submitting!

bottom of page