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Financial Abundance, LLC, a financial services company, welcomes you to our site.
Financial Abundance, LLC is a Registered Investment Adviser (RIA), with offices in Boulder and Westminster, CO. We provide comprehensive, fee only financial planning and retirement planning services as well as low cost fee only asset management services.
Wayne Farlow, a Certified Financial Planner (CFP®), is the founder of Financial Abundance, LLC as well as the author of Financial Abundance Guide. Our goal is to help our clients move from a fear of financial insecurity to a sense of financial abundance. Our financial and retirement planning services are based on the 7 Steps to Financial Abundance.
Financial Abundance, LLC has developed a proprietary approach to our financial planning and retirement planning services. Our approach allows our clients to determine their requirements for a life of financial abundance. We then help our client’s choose between various strategies to meet these requirements in both their income producing years and their retirement years.
Studies have shown that two of the most important aspects of investing success is proper asset allocation and low costs. The Financial Abundance approach to asset management focuses on both of these critical areas.
Based on our client’s risk tolerance levels, we jointly develop an Investment Policy Statement (IPS) that provides the strategic (long term) asset allocation boundaries as well as the tactical (short term) allocations within the strategic limits. While we do not attempt to time markets, we vary tactical asset allocations based on current market conditions. This provides a safer and more conservative investment strategy than the traditional fixed approach to asset allocations.
Our asset management fees are kept low to assure that our client’s investments returns are maximized. By using low cost diversified Exchange Traded Funds (ETFs), low cost bond mutual funds and value based individual stocks, we are able to provide diversified investment management solutions at a very low cost.
As our thanks for visiting our web site, Financial Abundance, LLC is pleased to offer you a complimentary PDF version of Financial Abundance Guide authored by our founder, Wayne Farlow.
Financial Abundance Guide is a financial planning reference guide designed to help you live from a position of financial abundance. The first six chapters provide strategies to increase your wealth by reducing taxes. The remainder of the book provides guidance on how to protect and increase your wealth. If you find this guide helpful, please tell your friends.
The Financial Abundance blog is a free resource for timely personal finance information. If you have any comments concerning an entry or just want to ask a question about your personal finances, please register and send your comments or questions. When you register, you will also be added to the mailing list of the Financial Abundance News. A monthly newsletter with timely personal finance information.
The information provided on this web site is to be used for informational purposes only. Financial Abundance, LLC assumes no responsibility for errors or omissions in this information and makes no commitment to update the information contained herein.
Financial Abundance, LLC makes no, and expressly disclaims any, representations or warranties, express or implied, regarding the Financial Abundance Guide web site, including, without limitation, the accuracy, completeness, or reliability of text, graphics, links, and other items accessed from or via this web site. No advice or information given at our web site or by any other party on this web site shall create any warranty or liability.
Under no circumstances shall Financial Abundance, LLC or Wayne Farlow be held liable for any damages, whether direct, incidental, indirect, special, or consequential damages, and including, but not limited to, lost revenues or lost profits arising from or in connection with the use, reliance on, or performance of the information on this web site. The situs and venue for any claims, disputes, actions, or suits regarding this disclaimer and limitation of warranties shall be Adams County, Colorado.
