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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.

The world of higher education is constantly evolving. Here are some key updates for 2026.

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Explains how a borrower can lower monthly payments by recasting a mortgage.

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Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Will you be able to afford nursing home care?

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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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