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

 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.


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Practice Tenets

 

The tenets of my practice are:
 

  • Treat people the way I would like to be treated.
  • Continue to educate myself on all aspects of my business. This is an ever changing and complex business and I must stay current with laws, strategies and products that will be important for my clients.
  • Understand that each client’s goals and needs are specific to them. I will not use a cookie cutter approach.
  • Spend the needed amount of time to be aware of each client’s goals and needs.
  • Do the work to create the options for my clients that put them in the best possible position to achieve their goals.
  • Educate my clients about those options and help them make the decisions needed to achieve their goals.

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