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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 68305

Out of 400,000+ nationwide

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Richard W

Series 63, Series 65

Auburn, NE

Impact Partnership Wealth, LLC

Richard Warner is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at Virtue Wealth Counsel, LLC, Sequent Planning, LLC, and several other firms. Outside of his advisory role, Warner coaches high school and Legion baseball and teaches retirement-related topics such as Social Security and Medicare to the public. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating primarily on a discretionary wrap-fee platform.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Terri B

Series 63, Series 66

Auburn, NE

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies General retirement planning
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Matthew G

Series 63, Series 65

Shubert, NE

Thrivent Investment Management

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