Abundant Advisors provides Christian financial planning and investment advice located in Huntersville, NC; serving clients in Charlotte, NC, and elsewhere with convenient virtual meetings.
There are so many Christians in America, yet so few firms focus on Christian financial planning.
As a hard-working Christian professional, you have access to a great income, generous benefits, and many avenues to building wealth. You also have to deal daily with office politics, pressure to perform, and the temptation to fall prey to prestige and status. We can help you by:
Assessing your goals and needs
Creating and implementing a financial plan and investment portfolio
Preparing and optimizing your tax returns
Ensuring you have a solid estate plan
As we support you through your plan’s implementation and we make adjustments along the way, we will eventually shift our focus to leaving a legacy for the future and preparing your family to manage generational wealth.