Using a holistic approach, Abundant Prosperity Associates can assist you in achieving your family’s financial goals and objectives. We utilize safe, proven and effective financial strategies. Our team of financial professionals has decades of experience in all aspects of financial planning. We are experts in college funding, tax-advantaged wealth accumulation, and income protection.

We offer a complimentary, comprehensive, no obligation evaluation of your family’s financial plan. As part of the evaluation, we’ll review all areas of your plan and address any areas of concern or gaps you should be aware of. If we do uncover any areas of concern, you will be given the opportunity to learn about potential solutions to eliminate these financial gaps. Abundant Prosperity Associates is dedicated to serving you, our valued client.

Powerful College Funding Options

Does a college funding strategy that won’t count against student financial aid eligibility, can be used for any needs without tax consequences, and does not expose your money to market risk, sound too good to be true? If so, watch the following 4 ½ minute video to learn about “7702 College Funding plans”:

Tax Advantaged Wealth Accumulation

Interested in learning about a powerful wealth accumulation method that large corporations, banks and the very wealthy have been using for decades? A method which provides tax advantaged growth, liquidity and tax free retirement income? Click here to watch this short video to learn how sections 101 and 7702 of the tax code enable you to save, grow, and protect your money for a tax free retirement:

401(k) and IRA Rollovers

Do you own an IRA or have a 401(k) remaining in a former employer’s retirement savings plan? Are you concerned about the volatility of the stock market, limited investment options and high cost of fees and expenses of your plan? To learn about a powerful alternative to traditional IRA’s and 401(k)s that earns positive market gains without market losses, eliminates expensive fees and provides guaranteed lifetime income, watch the following 4 1/2 minute informational video: