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Abound Wealth Strategies, LLC


Financial and Investment planning for an uncertain world

9101 Wesleyan Road, Suite 420
Indianapolis,, IN 46268

Phone:

(317) 672-2591

E-mail:


Welcome to Abound Wealth Strategies, LLC 

     As Independent financial advisors we are able to offer our clients the highest level of personalized service and focus solely on their best interest. Without a doubt, investments play an important role in helping our clients reach their dreams. Our targeted advice and comprehensive approach to handling our clients insurance needs, cash-flow management, retirement income, estate planning, college planning and business needs; has allowed our professionals to spend the last decade adding clarity to the path of our clients dreams.

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 On our site you will find a wealth of information in the form of newsletter articles, calculators, and research reports.

    We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value in working with our skilled professionals to pursue your financial goals.

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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Explains provisions allowing rebates for home energy efficiency and electrification projects.

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Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Knowing your likely life expectancy is an important factor in making long-term financial plans.

Will you be able to afford nursing home care?

How much life insurance would you need to produce a sufficient income stream for your family?

How much would your monthly lease payment be?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck