Abundance Wealth Solutions

At Abundance Wealth Solutions, we focus on optimizing your financial and life outcomes through customized, holistic planning. Serving the entire Tahoe Basin, Reno, and Carson City - plus clients nationwide - we build strategies around your goals, values, and real-life circumstances. Services include retirement income planning, Social Security planning, 401(k)/403(b) rollovers, IRA and Roth IRA strategies, RMD planning, investment management, tax strategies, life insurance planning, estate and legacy planning, 529 college savings planning, and Thrift Savings Plan guidance. With 25+ years of experience, we help you implement and monitor a plan designed to support long-term confidence and clarity - centered on Health, Wealth, and Happiness.