Strategic Abundance Financial

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Financial Services

About Us

At Strategic Abundance Financial, you’ll get financial advice that can help guide you through every stage of life by creating a plan that fits you – and the goals you want to achieve.
We help you create a personalized financial strategy based on your short-term and long-term objectives, and then work with you to help you stay on track.

Lynn Stokes has developed financial planning techniques and investment management strategies to help clients shift and structure their investments to help dramatically reduce or eliminate Federal income taxes in retirement. Our financial plans help clients increase their after-tax income, minimize or eliminate their Required Minimum Distributions (RMDs), and reduce or eliminate Social Security taxation. For retirees we will de-risk the portfolio and create protected income sources that take the pressure off of the portfolio in times of volatility. We look forward to speaking with you!

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