This website is for informational purposes only and does not constitute a complete description of investment services provided by Abound Wealth. This website is not intended to provide investment advice, but rather serves as an introduction to the services and general market viewpoints of Abound Wealth. Additional information about Abound Wealth is available by requesting our Brochure, which is also available through a website maintained by the Securities & Exchange Commission, www.adviserinfo.sec.gov.
Brian Preston is the sole owner of 88 Times Over, LLC, a broadcast firm that publishes The Money Guy Show podcast. Brian is also the principal owner and Bo Hanson is a minority owner of Abound Wealth Management, LLC (“Abound Wealth”), a registered investment advisory firm. Investment advisory services are provided through Abound Wealth, in its separate and individual capacity as a registered investment adviser. Podcasts, videos, educational courses and tools are provided through the Money Guy Show, in its separate and individual capacity.
DISCLOSURES REGARDING AWARDS RECOGNITION AND ADVISORY PERSONNEL
Awards listings, rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Abound Wealth Management, LLC (“Abound Wealth”) is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Abound Wealth by any of its clients. Awards listings, rankings and/or recognition published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. A more detailed disclosure of the criteria used in making these awards listings, rankings and/or recognition is included as each award is mentioned. Abound Wealth does not pay a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.
TEXTING DISCLOSURE
Clients of Abound Wealth Management sign an advisory agreement that contains the following clause: ‘Texting Consent. Client consents to receive text (SMS) messages from Abound on their provided personal phone number. Client acknowledges that they can opt out of receiving text messages from Abound by requesting in writing that Abound personnel stop sending text messages to their personal phone number.’
Guiding people to financial success is our life’s work!
Learn simple financial strategies, apply them, and watch your finances grow!