Our investment advice is tailored to meet our clients’ specific needs and investment objectives. If you retain Abundance Financial Planning for our portfolio management services, we will meet with you to determine your investment objectives, risk tolerance, and other relevant information. We will use the suitability information we gather to develop a strategy that enables our firm to give you continuous and focused investment advice. We customize an investment portfolio specifically for you, and monitor your portfolio’s performance on an ongoing basis; rebalancing the portfolio as required by changes in market conditions and in your financial circumstances.

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