Abundant Prosperity Associates, LLC

Providing Financial Peace of Mind

Financial consultant in Lakewood, CO (show on map)

4.6

★★★★★

7 reviews

Financial advisory firm in Lakewood, Colorado offering retirement planning, college funding strategies, and business financial planning with a holistic approach.

Call (303) 870-5974

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About

Abundant Prosperity Associates, LLC has been voted by the readers of The Lakewood Sentinel Newspaper as the Best of the Best Financial Advisor in Lakewood, Colorado for 2014 and 2015. The firm provides financial planning services for individuals and businesses, including retirement planning, college funding strategies, 401(k) and IRA rollovers, tax-advantaged wealth accumulation, and executive bonus plans for businesses.

Voted Best of the Best Financial Advisor in Lakewood for 2014 and 2015 by The Lakewood Sentinel

Certified Financial Educator (CFEd) designation

Active in community through financial literacy teaching at local high schools

Serves as Ambassador for West Chamber of Commerce

Board of directors of Applewood Business Association

Holistic approach using sound, proven and effective financial strategies

Services

Retirement Planning

Strategies for retirement income including Social Security optimization, tax-free retirement income, and long-term care funding.

Social Security optimization Tax-free retirement income strategies Long-term care funding IRAs and 401(k) rollovers

College Funding

Strategies that won't count against student financial aid eligibility, can be used for any needs without tax consequences, and do not expose money to market risk.

Don't count against financial aid Tax-free growth No market risk 7702 College Funding plans

Family Financial Planning

Comprehensive family financial planning including tax-advantaged wealth accumulation, income protection, and college funding.

Holistic approach Wealth accumulation Income protection Comprehensive evaluation

Business Financial Planning

Executive Bonus Plans, Supplemental Executive Retirement Plans, key employee retention strategies, and business equity transfer planning.

Executive Bonus Plans Salary Continuation Business Equity Transfer Exit strategy planning

Financial Wellness in the Workplace

Financial education programs for employees to improve financial wellbeing, reduce financial distress, and increase productivity.

Financial education workshops Debt elimination strategies Wealth accumulation planning Employer-sponsored programs

Credentials & Certifications

CFEd (Certified Financial Educator)

FINRA recognized certification

Reviews

Rating

4.6

★★★★★

Reviews

"Helped me greatly with my financial needs!"

Frequently Asked Questions

What services does Abundant Prosperity Associates offer? +

APA offers retirement planning (including Social Security optimization and tax-free retirement income), college funding strategies, family financial planning, business financial planning (executive bonus plans, key employee retention), and financial wellness programs for employees in the workplace.

Does Abundant Prosperity Associates offer virtual services? +

Yes, the firm offers video-based educational content and consultations. Videos are available for various topics including college funding, retirement planning, and tax strategies.

What areas does APA serve? +

The firm is based in Lakewood, Colorado and serves clients throughout the Denver metropolitan area, including Jefferson County and the broader Front Range.

What is Peter Wolf's background? +

Peter Hartt Wolf has been a financial professional in Colorado since 1988 and earned the Certified Financial Educator (CFEd) designation. He is involved in the community teaching financial literacy at local high schools, mentoring students, and serving as an Ambassador for the West Chamber of Commerce.

Can APA help with 401(k) and IRA rollovers? +

Yes, the firm offers 401(k) and IRA rollover services, helping clients move retirement assets from former employers into tax-advantaged vehicles that may offer better returns without market risk.

Contact Abundant Prosperity Associates, LLC

Abundant Prosperity Associates, LLC

Address

225 Union Blvd #150, Lakewood, CO 80228

Phone

(303) 870-5974

[email protected]

Website

abundantprosperityassociates.com

Opening Hours

Sunday

Closed

Monday

9 am–5 pm

Tuesday

9 am–5 pm

Wednesday

9 am–5 pm

Thursday

9 am–5 pm

Friday

9 am–5 pm

Saturday

Closed

Location

Location of Abundant Prosperity Associates, LLC, 225 Union Blvd #150, Lakewood, CO 80228 · View on Google Maps

Screenshot Gallery

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Get in Touch

Ready to work with Abundant Prosperity Associates, LLC?

Reach out today to schedule a consultation.

(303) 870-5974

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