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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement

Advisors near 30265

Out of 400,000+ nationwide

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Desmond Q

CFP®, Series 65

Peachtree City, GA

Quigley Financial LLC

General retirement planning General tax planning Wealth management Cash flow / budgeting Retired
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Bryan B

CFP®, Series 63

Newnan, GA

Wealth Partners, Inc.

Debt management College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance General tax planning Self-Employed Retired
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Daniel J

Series 63, Series 66

Newnan, GA

FamilyRoot Wealth Advisors, LLC

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance Retirement income strategy
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Timothy S

CFP®, Series 66

Senoia, GA

Two Twelve Planning, Inc.

Wealth management Passive / index investing Active portfolio management
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Andrew L

CFP®, EA

Peachtree City, GA

Vetworth

We recognize how important financial education is to the veterinary community. Becoming more financially secure not only improves the lives and well-being of you and your family, but also can help improve the lives and well-being of your patients and clients. At VetWorth, we offer fiduciary, fee-only financial planning specifically to veterinarians. From tax planning strategies for relief veterinarians to analyzing disability options for specialty vets to retirement planning scenarios for practice owners, our goal is to positively impact the lives of our clients through collaborative financial planning, including student loan guidance. I made the decision to serve veterinarians after reading a Merck study showing more than half of veterinarians would not recommend the profession to their peers, with low incomes and high student debt being the overwhelming reasons. By working with vets to improve their financial situation, I hope to help reverse this negative perception many vets feel. I am a CERTIFIED FINANCIAL PLANNER™, CERTIFIED Student Loan Professional™, and Enrolled Agent with the IRS. I serve clients virtually across the country and locally south of Atlanta. If you’re interested in having a conversation about how a financial planning relationship may benefit you, please feel free to reach out!

General tax planning College savings (529s, UTMA, etc.) Veterinarian Independent Contractor Women Professionals
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Kyle R

Series 65

Peachtree City, GA

Ridgeback Wealth Management

Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
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Jay P

Series 65

Peachtree City, GA

Olsen Family Financial, LLC

College savings (529s, UTMA, etc.) Real estate investing Cash flow / budgeting Military & Veterans Airline Pilot Doctor or Medical Professional Founder/Business Owner Retired Sandwich Generation
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Mark D

CFA®

Tyrone, GA

Anson Analytics

Active portfolio management Options & derivatives strategies ESG / Sustainable investing
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Kristin V

Series 65

Atlanta, GA

Anson Analytics

Active portfolio management Options & derivatives strategies ESG / Sustainable investing
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Samuel S

CFA®, Series 65

Tyrone, GA

Anson Analytics

Active portfolio management Options & derivatives strategies ESG / Sustainable investing
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