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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 84057

Out of 400,000+ nationwide

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Riley H

CFP®, Series 65

Lehi, UT

Tech Wealth, LLC

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning General retirement planning Tax-loss harvesting Technology Professional HENRY (High Earners, Not Rich Yet)
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Eugene D

Series 65

Lehi, UT

Premier Choice Wealth Advisors, LLC

Retirement income strategy Founder/Business Owner Retired
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Sloane O

Series 65

Provo, UT

Ethical Capital

ESG / Sustainable investing Active portfolio management
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Carson S

Series 65

Lehi, UT

C.S Wealth LLC

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Founder/Business Owner
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Matthew S

CFP®, Series 63, Series 65

Mapleton, UT

Summit Ridge Advisors

Annuities ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Calvin H

Series 63, Series 65

Alpine, UT

Hunter Capital Management Inc.

Active portfolio management Passive / index investing
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Tylan F

Series 63, Series 66

Lehi, UT

Fletcher Capital Management

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting Charitable giving tax strategies Founder/Business Owner
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Karina C

Series 65

Highland, UT

Emotionally Invested

Cash flow / budgeting College savings (529s, UTMA, etc.) Debt management Home buying
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Seth S

CFP®, Series 65, Series 66

American Fork, UT

Strive Investment Management, LLC

Cash flow / budgeting Debt management General retirement planning Retirement withdrawal strategies
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Tanner W

Series 66

Mapleton, UT

Albility Planning

Planning for children with special needs General retirement planning Cash flow / budgeting Income planning
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