ESTATE PLANNING
Protect What Matters Most — Your Legacy, Loved Ones, and your Peace of Mind.
You work hard for the life you have built. We help you protect your accomplishments and make sure your family and loved ones will be taken care of in life's worst-case scenarios.
At Abundance Builders, we make estate planning simple, affordable, and stress-free. In partnership with a trusted platform with attorney-backed and reviewed estate planning solutions — all customized for your unique family and financial goals.
Wills & Trusts
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Revocable Living Trusts – Avoid probate and maintain control over how your assets are distributed.
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Wills – Ensure your wishes are carried out with clarity and legality.
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Children’s Guardianship Planning – Name legal guardians and secure your children’s future.
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Asset Protection Strategies – Preserve wealth and minimize exposure to unnecessary taxes and legal battles.
POA's and Healthcare Directives
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Power of Attorney (POA) – Assign someone you trust to manage finances or make decisions if you’re unable.
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Medical POA – There are many times you don’t realize you need one of these. An example is when your kids turn 18- you have no access or medical rights on their behalf if something were to happen to them.
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Healthcare Directives – Document your medical care preferences before a crisis occurs.
Fast, Easy and Affordable
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White-glove support and process with real people — We guide you every step of the way.
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Attorney-reviewed documents — Legally sound and state-specific.
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Affordable, flat-rate pricing — A fraction of the traditional cost.
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Secure digital platform — Access, update, and store your documents anytime
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Special pricing available for existing clients
HOMEOWNERSHIP
As a wholesale lender we can can customize and find the perfect loan for your needs and budget. We can help you with your first home, new home, home that needs work, or investment properties.
Wholesale Mortgage
Unique loan programs
Experience what it means when you work with a wholesale broker. We have access to over 100 lenders and hundreds of loan programs. This allows us to completely customize your loan program to fit your life and budget. It also gives you the benefit of lower interest rates, lower closing costs and much faster transaction times with fast approvals. In a competitive real-estate market this can make all the difference in making that home you want yours!
We keep up with the latest and best loan programs offered at state and federal levels and with the financial institutions including:
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DPA (down payment assistance)
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Solar program where you can get up to 3.5% of purchase price and a solar system rolled into loan
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Special Veteran programs
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Unique offers from lenders
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Jumbo loans
Investors
Fuel your real estate investments with tailored mortgage solutions! Whether you're growing your residential portfolio or financing a commercial property, we offer competitive loan options to maximize returns. From fix-and-flips to multi-unit buildings, we have the right financing to meet your goals. Let’s make your next investment a success,
PROTECTION/INSURANCE
You work hard for the life you have built. We help you protect your accomplishments and make sure your family and loved ones will be taken care of in life's worst-case scenarios. Life insurance, Long-term care, and similar plans are a different animal now. There are so many incredible options, flexibility, and most of the plans we offer have amazing living benefits.
Mortgage Insurance
Mortgage Protection Insurance is your safety net for life’s “what-ifs.” If something happens to you—like illness, disability, or worse—it helps cover your mortgage, keeping your family in their home. No worries about missed payments or foreclosure! It’s affordable, flexible, and gives you peace of mind. Let’s find the right plan for you today!
Life Insurance
Protect what matters most with life insurance! Ensure your loved ones are financially secure by providing income replacement, covering debts, or funding future goals. With flexible options to fit your needs and budget, we make it easy to find the right coverage. Get peace of mind today—contact us for a personalized quote!
Long -Term Care
Plan for the future with long-term care insurance! Protect your savings and ensure quality care if you need assistance with daily activities due to aging, illness, or disability. With flexible coverage options, you can maintain independence and ease the burden on loved ones. Secure your future today—contact us for a personalized plan!
INVESTMENT/RETIREMENT
Our team takes a wholistic approach to your retirement and financial needs and dreams. We can help design a plan for you to live your best life during your life and help you build your legacy. We figure in implications like tax impact now and in retirement, liquidity, and diversifying your portfolio to plan for your financial goals. We will help you assess the risks, benefits and solutions to roadmap for you and your family’s future.
IUL's & Annuities
Our team will help you build or modify your portfolio to fit your goals. We offer unique strategies. These diverse vehicles give you:
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Cash value
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Tax free
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Compounding growth
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No market risk
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Be your own bank
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Permanent death benefit
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Long-term care options
Transform Old 401K/IRA
We can transform your dormant, low performing 401ks into prospering investment vehicles for your future. Do you have an old 401k or IRA thats dead in the water and not performing the way you had hoped? Our team can offer roll-over solutions to resuscitate your hard-earned and underperformaing investment.
Family/legacy planning
By using these unique strategies to build wealth and limit your tax liability, you can plan your future and legacy for your loved ones for:
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College funds
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Vacation home
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Remodel forever home
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Investment properties
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Retirement Income
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Leverage for other investments
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Leave a legacy
Abundance is a life full of everything you need to sustain yourself in joy and purpose.
Mortgage Services powered by Edge Home Finance Corporation Company NMLS #891464
Mark Pavlovic Managing Partner /Mortgage Broker NMLS# 1203740
Insurance & Financial Services powered by Experian Financial Group- NPN's #20573630 & 20573634