Financial Abundance, LLC provides comprehensive financial planning, asset management, and financial support for small business owners. As your personal "Chief Financial Officer," we provide solutions to help remove your financial concerns and secure a prosperous future.
All Asset Management clients receive complimentary retirement planning, allowing our clients to plan for the retirement they desire, whether retirement has already begun or will not begin for thirty years. These clients are also provided:
- Tax Planning and Tax Optimization support
- Educational Expense Planning, including 529 Plans
- Social Security Planning
- Risk Management and Insurance Planning
- Cash Flow Analysis
- Small Business Owner Planning
- "What if" Analysis of all Major Purchases
- Financial advice for grown children
- Estate Planning support
We also work with small business owners to help them integrate the financial issues of their business with their own personal financial goals. This approach ensures that the business owner is able to maximize profits and cash flow, while providing adequate financial resources for their family to live abundantly.
All of our services are provided on a fee-only basis. We never sell any products or take any commissions or "finders fees". Asset Management services are compensated through a fee, based on the amount of assets under management (AUM). Financial Planning services are offered on an hourly, NTE (not to exceed) basis for comprehensive financial plans and client specific projects.
A complimentary copy of Financial Abundance Guide, authored by Wayne Farlow, CFP© is available at www.farlowfinancial.com
