Think Business With Jon Dwoskin

Traditional Financial Advice

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Synopsis

Eric Simonson is the Founder and CEO of Abundo, a financial planning firm where they teach and empower people to take action and have ownership of their financial lives. He’s on a mission to help as many people as he can with high-quality and conflict-free financial planning. After working as a traditional advisor for over a decade, Eric saw a need to help people who couldn’t work with a traditional financial advisor since most require having a certain amount of money to invest with them first. Simonson left his corporate job and launched a different model, one where he was only paid for giving honest advice that benefited his clients, not him. He built Abundo around a Flat Fee and Advice-Only Financial Planning model, eliminating all conflicts of interest, without overcharging for professional advice and using proven low-cost investments. His firm now provides guidance to over 300 clients in all areas of their financial lives. Eric is a passionate foodie and an aspiring yogi. He is also an avid traveler an