In the 1980s, I had a business transforming event. One after another, folks who had successfully built wealth would come to me saying, “I’m all taken care of.” I would ask them, “Are you fully certain?”

Their answer was usually some version of, “I think so, but I’m not fully certain. I have very good advisors. I just want to be absolutely sure I’m not missing anything.”

When I would “stress test” their wealth plan, I’d find some pretty significant Gaps, Inconsistencies and Dangers. Their answers were always the same, “What! I had no idea. I was told that everything was taken care of!”

“That’s mostly because the planning industry is broken,” I would tell them. I believe my clients deserve more.

That led me on a journey that resulted in The Abundant Wealth Process – a customized, comprehensive, client-first wealth process that is designed to preserve, protect and pass on more wealth.

I believe that decent, hard-working folks who have accumulated wealth over their lifetime deserve every opportunity to live an Abundant Lifestyle and leave an Abundant Legacy.

What Is ABUNDANT WEALTH?

ABUNDANT WEALTH is a life lived with PEACE, FREEDOM AND IMPACT

ABUNDANT WEALTH is a life lived with CONFIDENCE and SECURITY

ABUNDANT WEALTH is a life lived WITH the PEOPLE YOU LOVE

ABUNDANT WEALTH is a life of JOYFUL GENEROSITY

ABUNDANT WEALTH is a life lived knowing that YOU AND THE PEOPLE
YOU CARE ABOUT ARE PROTECTED
against life’s uncertainties

ABUNDANT WEALTH is a life lived helping the PEOPLE AND CAUSES YOU
CARE ABOUT DEEPLY

ABUNDANT WEALTH is a life where YOU FINISH STRONG!

The Abundant Wealth Process is
a Four Phase Process.

It begins by showing you how to paint an ABUNDANT WEALTH PICTURE - a detailed description of what your ideal abundant lifestyle and legacy would be if there were no limits.

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Then, we stress test your CURRENT PLAN - your income, cash flow, income and estate taxes, investments, lifestyle risks, litigation exposure and legal documents - to discover the the unknown side effects: your CURRENT PLAN GAPS, INCONSISTENCIES AND DANGERS.

Next, we design a customized ABUNDANT BLUEPRINT - the 3 - 7 strategies that remove the gaps, inconsistencies, and dangers and put you on the best path to live an ABUNDANT LIFESTYLE and leave an ABUNDANT LEGACY.

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Finally, we coordinate the ABUNDANT ACTIONS required to make your ABUNDANT WEALTH PICTURE a REALITY!

Your Abundant Wealth Future!

To discover whether you are a fit for The Abundant Wealth Process and
how you and your family can benefit, simply call or click below: