Abel Financial Strategies - working towards your goals and dreams

At Abel Financial Strategies, our focus is on you and your financial needs.  I spend time listening to your goals and dreams and then offer you options to help you work towards reaching them.  After a thorough examination of your position in relation to your goals, I will be able to offer options for working toward closing any gaps that are identified. Those options will be selected from the various products that are available.

Investments

These products are typically associated with a financial plan, and we offer several options including:

• Brokerage Accounts
• Fee Based Managed Accounts
• Stocks – Listed and Unlisted
• Bonds – Government or Corporate
• Mutual Funds
• Exchange Traded Funds (ETF)
• Options
• Unit Investment Trusts
• Fixed, Equity, and Variable Deferred Annuities
• Immediate Annuities
• Real Estate Investment Trusts  

Retirement Plans

Planning for your retirement can be complicated.  My goal is to work with you to identify your retirement goals, survivor goals, estate transfer goals, and to help you with investment management.  Products that can be used to help with this include:

• Individual Retirement Accounts (IRA) – Traditional and Roth
• Simplified Employee Pension (SEP)
• Profit Sharing
• 401 (k)
• 403 (b)
• Single 401 (k)
• Roth 401(k) Plans 

Insurance

An area that I also can help you with is health care planning, both short and long term.  This can be overlooked with financial planning, and I have good experience working with clients to ensure they have peace of mind when it comes to protecting themselves and their families from short term or long term health issues.  Products that can be used to achieve this include:

• Life Insurance
• Medical Insurance
• Medicare Supplement Insurance
• Disability Income Replacement Insurance
• Long-Term Care Insurance

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.)