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.)

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!

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.)