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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 60546

Out of 400,000+ nationwide

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Richard S

Series 63, Series 65

Chicago, IL

SRC Capital Management

Active portfolio management Concentrated stock management
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John D

Series 63, Series 65

Hinsdale, IL

Doncaster Wealth LLC

General retirement planning Income planning Wealth management Tax-loss harvesting
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Julia Z

CFP®, Series 63, Series 65

Chicago, IL

Genfi LLC

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) Options & derivatives strategies Executive
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Jeffrey D

CFP®

Glen Ellyn, IL

4D Financial Advisors, LLC

Social Security optimization General tax planning Tax-loss harvesting
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Michael A

Series 65

Elk Grove Village, IL

MOA Advisory & Financial Services Co

Active portfolio management Options & derivatives strategies Concentrated stock management
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Brian W

Series 65

Chicago, IL

Bright Lantern Financial LLC

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) General retirement planning
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Brett W

CFP®

Brookfield, IL

Wysopal Wealth

At Wysopal Wealth, we specialize in helping high-income professionals and former athletes manage the complexities of equity compensation and variable income. Our goal is to make sure your money works for you—today and for the future. We focus on creating personalized, values-driven financial plans that allow you to live fully now while planning for what’s next. I’m Brett Wysopal, a proud girl dad of two and a former minor pro hockey player. My experience in sports taught me discipline, focus, and resilience, all of which I apply to financial planning. After spending years navigating the world of equity compensation, I’ve made it my mission to help families simplify their finances, reduce tax burdens, and achieve their life goals. Our approach at Wysopal Wealth is rooted in personalized attention. We keep our client list small, ensuring every client receives the time and care they deserve. We dive deep into your financial situation, understanding your numbers, values, and what matters most to you. This allows us to tailor your financial strategy to your unique goals, whether that’s managing your equity, preparing for retirement, or planning a family legacy. Equity compensation is often the largest part of our clients' wealth, but it comes with complexities—ISOs, RSUs, stock options, and significant tax implications. Many people wait too long to make decisions about their equity, resulting in missed opportunities or unexpected tax bills. At Wysopal Wealth, we take a proactive approach, creating a strategy for when and how to execute your equity plans, minimize tax liability, and diversify your holdings. At Wysopal Wealth, financial happiness is the goal. We believe that money should support the life you want, and we’re here to help you make that happen.

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning Technology Professional Gen Y/Millennials (Born 1980-1995)
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Michael C

Series 65

Chicago, IL

MJC Financial Fitness LLC

College savings (529s, UTMA, etc.) Cash flow / budgeting
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Dennis K

Series 63, Series 65

Oak Brook, IL

Karstens Wealth

Stock option exercise strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Nauman B

Series 65

Chicago, IL

Old Forge Advisors

Wealth management
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