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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

Top 30 financial advisors of 69 near 83204

Out of 400,000+ nationwide

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Robbie S

CFP®, CPA

Pocatello, ID

Matterhorn Financial Planning

HOW IS YOUR EXPERIENCE DIFFERENT WITH MATTERHORN? • Don’t pay a percentage of your assets—hourly or set fees instead—and no minimums • Experience the process of connecting with yourself through Life Planning to identify the most meaningful goals for you to accomplish, now. • Your Certified Financial Planner is also your CPA and can plan for and prepare your taxes. • You become educated and empowered to make your own financial decisions. • You maintain control over all of your assets, keep them wherever you want and make your own trades based on specific index-based investment recommendations. • Meet from your home (or anywhere!) virtually. • Night and weekend appointments available. • 20+ years of experience with clients from new investors to ultra-high net worth investors, plus real estate management experience.

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning
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Israel W

ChFC®, Series 66

Chubbuck, ID

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Business exit / sale strategy General estate planning guidance
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Hershell C

Series 66

Pocatello, ID

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Passive / index investing Founder/Business Owner
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Shawn C

Series 66

Chubbuck, ID

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management
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Eric S

Series 66

Pocatello, ID

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Miquelynn A

Series 66

Pocatello, ID

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy
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Matthew H

Series 66

Pocatello, ID

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning Founder/Business Owner Intergenerational Families
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David G

Series 65

Pocatello, ID

Liftoff Financial Planning

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Tracey C

Series 65

Pocatello, ID

Jordan Wealth Management

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Angela S

CFP®

Pocatello, ID

Jordan Wealth Management

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