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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 76063

Out of 400,000+ nationwide

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Michelle V

CFP®

Fort Worth, TX

Waymaker Financial Planning

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Government Employee Christian Faith Based Gen X (Born 1965-1980)
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Michael M

CFP®, Series 63, Series 65

Mansfield, TX

Miller Premier Investment Planning LLC

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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Michael B

CFP®, Series 66

Burleson, TX

Azure Sky Financial Life Planning, LLC

ESG / Sustainable investing Founder/Business Owner Religious/faith focused
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Corey C

Series 63

Arlington, TX

Callaway Financial Services

Active portfolio management Retirement income strategy
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Colby V

Series 63, Series 65

Arlington, TX

F3 Wealth Management, LLC

Long-term care insurance Disability insurance Life insurance needs analysis
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Robert H

Series 63, Series 66

Fort Worth, TX

Helm Investment

Private / alternative investments Options & derivatives strategies
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Douglas R

CFP®, Series 63, Series 65

Midlothian, TX

Clearwater Wealth Management

Cash flow / budgeting Options & derivatives strategies
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Clayton K

Series 63, Series 65

Grapevine, TX

Sunsage Capital Management

Active portfolio management Wealth management
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Richard B

Series 65

Midlothian, TX

Bolgiano Capital Management

Options & derivatives strategies Wealth management Passive / index investing Founder/Business Owner
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Troy F

CFP®, Series 65

Duncanville, TX

Ferguson Financial Planning

Wealth management Income planning Retirement income strategy
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