Our Mission Statement

Abundant Wealth Planning is committed to providing a professional level of service.  All clients can expect us to:

  • Deliver complete and accurate returns.
  • Seek all available allowable deductions.
  • Stand behind my service. This includes audit representation if needed.
  • Provide complete year-round customer service. We won't disappear after your return is filed.
  • Offer competitive pricing.

 

All clients receive my personal customer service guarantee of 100% accuracy.  If a penalty is incurred due to an error on a return as we prepared it, we'll pay the penalty charges.

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