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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 53188

Out of 400,000+ nationwide

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Eugene S

Series 63, Series 65

New Berlin, WI

Disciplined Financial Services, Inc.

General retirement planning Cash flow / budgeting
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Brian L

CFP®, CPA, PFS™

Brookfield, WI

Midwest Wealth Solutions LLC

Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.

Liquidity event planning Business exit / sale strategy Business succession planning Executive Founder/Business Owner Parents Gen X (Born 1965-1980)
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Brian S

ChFC®, Series 63, Series 66

Muskego, WI

Selerski Asset Management, LLC

Wealth management
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Erik K

CFP®

Milwaukee, WI

Hilltop Financial Advisors

College savings (529s, UTMA, etc.) Student loan debt Cash flow / budgeting General estate planning guidance Approaching retirement
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Todd M

Series 66

West Allis, WI

Navigant Consulting

Wealth management Tax strategies for small businesses
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Robert S

Series 65

New Berlin, WI

Sperka Investment Management, LLC

Active portfolio management
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Frederick S

Series 65, Series 66

Brookfield, WI

Bultman Investment Management, Inc.

Passive / index investing
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Justin D

Series 65

Waukesha, WI

Domo Capital Management, LLC

Concentrated stock management
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Jennifer H

CFP®, Series 63, Series 65

Pewaukee, WI

FiduciaOne

General retirement planning Annuities General tax planning Cash flow / budgeting
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Kurt M

CFP®, Series 63, Series 65

Elm Grove, WI

Family Investment Planning, LLC

General retirement planning Cash flow / budgeting
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