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
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.
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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.)
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