Individual Services for Financial Advice

We are your source for financial planning, goal setting, and coaching for retirement, wealth accumulation, investment management, wealth transfer to future generations, and the risk protection that covers unplanned events along your life path.

Professional Services for Financial Planning

Mr. Abel has a defined process for financial planning. Our investment abilities have been honed since 1999 in the investment industry. We believe in a balanced focus on risk management, growth potential, and tax consideration.

Financial Advisor Services

In using a comprehensive financial 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 wide range of investments we use. Asset portfolios are typically rebalanced quarterly but may be more or less frequently due to market changes, economy changes, and proximity to your goals.

Estate Planning Services from Financial Advisor

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 consider as we work toward your goals.

* Associates of Abel Financial Strategies do not provide legal advice.

Other Services for Financial Advice

  • Educational Funding Plans – including Section 529 Plans
  • Insurance Analysis and Strategies
  • Pension Maximization Strategies
  • Planning For Minimum Distributions From Qualified Plans and IRAs
  • Qualified Plan, 403b, 457 (Deferred Comp), and 401K Rollovers
  • Stock Options
  • Long Term Care
  • Medical Insurance
  • Medicare and Medicare Supplement