Thursday, January 29, 2015

Meet A. W. Abel - Owner of Abel Financial Strategies

Augustus "A.W." Abel is the owner of Abel Financial Strategies and has been in the financial business since 1999.  Let's meet A.W. Abel!




I started in Financial Planning with Lutheran Brotherhood (now Thrivent Financial) in January 1999.  This company worked primarily within the Lutheran community with a  heavy focus on good principles and morals. It was a great place to start in the business and we also did a lot of outreach in the community. In late 2009,  I left Lutheran Brotherhood and became independent which means that I don’t represent a particular company. In my opinion, this is a much better style of business for both myself and my clients.



I’m from a small town in Southeastern Ohio - McConnelsville.  This towns history includes an encounter with Morgan’s Raiders - a Civil War Confederate band that came through the area. It’s a beautiful area in the foothills of the Appalachian Mountains and it was probably one of the best places to grow up that I can imagine. I had a kind of a Huckleberry Finn childhood with a lot of adventures as I spent a lot of time on the river that goes through the area. My parents owned the bowling alley/restaurant in town.  I attended Morgan High School in McConnelsville, The Ohio State University and The American College.



I am a Certified Financial Planner™ (CFP®) This is the most highly regarded designation in the financial planning industry and  I became a CFP in 2004. The designation requires completion of a series of courses and then passing a 10-hour 2-day test. After successful completion we are then required to complete 30 Hours of Continuing Ed every 2 years. The organization also has very strict Ethics rules that translate completely to my own business.

I achieve the Leaders Conference Award each year from First Heartland Capital (the Broker Dealer that I do my business through) and achieved Presidents Club with Lutheran Brotherhood most years while I was there.  I have done a lot of work with Lutheran Social Services through the years and have supported local food pantries. I also worked for three years organizing a fundraiser for the Mike Furrey Foundation which supports a program called “Basket of Hope” for Children with chronic diseases at Children’s Hospitals around the country.

Learn more about my Business Philosophy!




Some Questions and Answers with A.W.


Who is your family? (Spouse/Kids) – My wife is Sandy and my 16 year old son Austin

What book do you recommend? – "Medicine and What Matters in the End" – This is an interesting book for understanding medical care for people in their later years of life.  Many families are dealing with this issue without any preparation

What are your hobbies/interests? – I am a better than average bowler – so I bowl about 3 times a week. It keeps me active. I also like cars, scuba and golf.

Why did you get into Financial Services? – I was Regional Manager in the Bowling Industry for many years. After a company sale, I was disappointed with the new owners and looked for a career to transition to. Financial Planning allowed be to use my management, problem solving, and planning skills with individual clients.

What are your future goals? -  I will continue to develop and grow my practice focusing on individuals and small businesses and helping them identify goals and develop plans to work toward those goals.

What are your favorite sports teams? – The Ohio State Buckeyes, Pittsburgh Steelers, Columbus Blue Jackets, Columbus Crew and The Cincinnati Reds.

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View our website!





Your complete source for personal financial planning.

A Certified Financial Planner ® in good standing that believes whole-heartedly in the Standards of the CFP ® program.


Securities offered through First Heartland Capital®, Inc. Member FINRA/SIPC   Advisory Services offered through First Heartland Consultants®, Inc.   (Abel Financial Strategies is not affiliated with First Heartland Capital®, Inc.)

Friday, January 23, 2015

Abel Financial Strategies - an overview of our services

At Abel Financial services, we offer a wide range of services to help you with your financial planning, goal setting, retirement planning, wealth transfer, and risk protection for those unplanned events in your life.  Here are some details about the services we offer:



Professional Services:

As a Certified Financial Planner®, I use the CFP® process for financial planning.  Our investment abilities have been honed since 1999 in the investment industry. We believe in a balanced focus on risk diversification, growth potential, and tax consideration.  I understand that each client's goals and needs are specific to them, and I will not use a cookie cutter approach.

Financial Services:

In using a comprehensive analysis of your needs and objectives, and having thorough discussions with you to clarify your feelings, we will be able to lay out a plan to work toward your goals. Investment goals and needs are very specific to each client as is your level of risk tolerance. Our investment philosophy is based on modern investment processes of identifying risk tolerance, time horizon, and objective and then applying that knowledge to the investment models and stable of investments we use. Asset portfolios are typically rebalanced periodically but may be more or less frequently due to market changes, economy changes, and proximity to your goals.


Estate Planning Services

Our estate analysis will include a thorough examination of your net worth, income, Wills*, Powers of Attorney*, your wishes for estate transfer, and Charitable Gifting. We will then determine the options for you to work toward your goals.
* Associates of Abel Financial Strategies do not provide legal advice.

Business Continuity Planning

  • Buy/Sell Planning and Funding
  • Key Person Life Insurance Plans
  • Business Overhead Expense Protection

Executive Benefit Plans

  • Deferred compensation plans
  • Salary Continuation Plans
  • Split Dollar Arrangements

Retirement Plans

  • Pension
  • Profit Sharing
  • 401(k)
  • 403(b)
  • 457 Plans
  • Simple IRA and 401(k)
  • Simplified Employee Pension (SEP)
  • Money Purchase
  • Roth 401(k)

Group Medical Insurance

  • Preferred Provider
  • Traditional Medical
  • Health Savings Accounts
Abel Financial Services works with clients throughout Ohio including Powell, Dublin, Delaware, Westerville, Worthington, and Columbus, Ohio.  I am licensed in many other states and can serve your needs wherever you live.

We maintain a Fiduciary Obligation to our clients and therefore only recommend solutions that are in your best interests. We have a large variety of products available to us through many companies and are not influenced by any one company to use their products.

The reason for the success of our business is very simple – We place the highest value on our relationship with our clients and their trust in us. That combined with our experience and education are the reasons clients stay with us and refer their family and friends to us!

Our securities licenses are held by First Heartland Capital, Inc. an independent broker/dealer. Being totally independent, we are not obligated to any one company to recommend certain investment products over others.

Be Sure to Follow all of our social media channels and subscribe to our blog!


YouTube

View our website!




Your complete source for personal financial planning.

A Certified Financial Planner ® in good standing that believes whole-heartedly in the Standards of the CFP ® program.


Securities offered through First Heartland Capital®, Inc. Member FINRA/SIPC   Advisory Services offered through First Heartland Consultants®, Inc.   (Abel Financial Strategies is not affiliated with First Heartland Capital®, Inc.)

Tuesday, January 13, 2015

Welcome to the new Abel Financial Strategies Blog!

A Robust Social Media Presence is No Longer Optional


We are pleased to launch the new Abel Financial Strategies company blog and business social media channels.  We have had a social media presence in the past, but for 2015 we are increasing the number of posts to feature company news, industry news, financial services, address frequent questions, as well as provide tools and advice.

AW Abel - Financial Planner CFP

Abel Financial Strategies at a Glance


We take a holistic approach in our client relationships and financial plans. As such, we offer comprehensive financial, retirement and estate planning, and professional fee-based investment advisory services.

We maintain a Fiduciary Obligation to our clients and therefore only recommend solutions that are in your best interests. We have a large variety of products available to us through many companies and are not influenced by any one company to use their products.

The reason for the success of our business is very simple – We place the highest value on our relationship with our clients and their trust in us. That combined with our experience and education are the reasons clients stay with us and refer their family and friends to us.

Our securities licenses are held by First Heartland Capital, Inc. an independent broker/dealer. Being totally independent, we are not obligated to any one company to recommend certain investment products over others.

Be Sure to Follow all of our social media channels and subscribe to our blog!

Facebook
Twitter
LinkedIn
YouTube

View our website!



Your complete source for personal financial planning.

A Certified Financial Planner ® in good standing that believes whole-heartedly in the Standards of the CFP ® program.


Securities offered through First Heartland Capital®, Inc. Member FINRA/SIPC   Advisory Services offered through First Heartland Consultants®, Inc.   (Abel Financial Strategies is not affiliated with First Heartland Capital®, Inc.)