Choosing the right financial advisor can be the difference between reaching your goals and falling short of them. Most people know they should have a diversified portfolio and a retirement plan, but that alone is far too simplistic. Telling someone to "eat healthy and exercise" doesn't make them healthy. The same applies to generic financial advice.

At Abundance Wealth Solutions, we take a holistic approach to financial planning. We start by getting to know you, your goals, dreams, time horizon, risk tolerance, tax situation, and lifestyle priorities. Then we take a full financial snapshot: investments, 401(k)s, real estate, bank balances, liabilities, insurance, college funding, and long-term care needs. (Note: Medicare does not cover long-term care, which over 50% of Americans are estimated to need at some point.)

From there, we build a comprehensive financial and retirement plan, calculating the savings rates, return targets, and strategic steps needed to fund your goals in priority order. Only then do we make investment recommendations. Your life drives the strategy, not the other way around.

Unlike the big banks and brokerage firms with their cookie-cutter portfolios and hidden agendas, Abundance Wealth Solutions delivers customized advice built entirely around you, your money, your goals, and your future.