• Abundance is Personal, Achieving it is Practical.

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Let's Talk About It

Abundance is Personal, Achieving it is Practical.

Who We Are

We’re real people, with real families, and real financial concerns just like yours. We know the path to retirement looks different for everyone and we’re here to walk it with you – on your terms.

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Experience beyond our four walls.

We create connectivity between Abound and other professional partners in the area to broaden the knowledge you have access to. From industry specialists in insurance and tax services, to trusted attorneys and CPAs, Abound acts as the hub on a wheel that provides you with comprehensive advice.

What is an abundant life?

Services designed to let you focus on what matters most.

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For us, abundant life is about freedom.

Often, retirement can seem like an ending, but at Abound Financial, we see it as a new beginning. The chance to use your time as your own. That’s how Pat and his wife see their newly retired lives. Before retirement, Pat was working in the...


Pat & Lisa | Rocklin, CA

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I’m able to put my family first.

Retirement can look different for everyone. For Lauren, it looks like going back to work, even in her retirement years. “I failed retirement, I went to back to work three times.” But now after her third go at retirement, it has allowed Lauren to spend a lot more time...


Lauren | Citrus Heights, CA

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Our constraints have been lifted.

Life before retirement was hectic. Raising three kids, Brenda working as an educator and Gary working as a police officer and then in various high tech companies. Their life was full, to say the least. Now in their retirement, they are able to enjoy...


Gary & Brenda | Granite Bay, CA

Read Gary & Brenda's Story

Contact us

Retirement planning isn’t easy. But it can be simple. And it starts with transparency.

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Tax and legal services are neither provided nor endorsed by WCG Wealth Advisors, The Wealth Consulting Group, Abound Financial, LPL Financial or affiliated advisors. The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of WCG Wealth Advisors, The Wealth Consulting Group, Abound Financial or LPL Financial.

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5925 Granite Lake Dr. #110
Granite Bay, CA 95746

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