We believe that your investments are a tool in your overall financial plan. Our goal is to get you to your end destination with the least amount of risk. 

 

 

how we guide you

Once we know know what you would like to accomplish, we can show you several ways to get there while avoiding pitfalls along the way.

Your financial plan is like climbing Mt. Everest. The most dangerous part of the journey is on the ascent down the mountain. Our job is to guide you along the way and keep you safe.

We believe in time-tested investment techniques that are easy to understand, low-cost and designed to minimize downside risk for when the markets become choppy.

We work with professional investment managers to monitor the markets on a daily basis. At Abel-Financial, our sole job is to spend time with you while working to ensure you have peace of mind and a secure future.

To do this we will explain various strategies to fit different stages of your life. Our job is to educate you on the best fit based on your goals and keep you informed along the way.

FLEXIBILITY AND TRANSPARENCY ARE HALLMARKS OF OUR PRACTICE

As independent advisors, we are only beholden to you, our client.

When we encounter unique situations, we can be flexible to search the entire investment universe for the perfect solution.

Our promise is to always be transparent about our fees and investment philosophy.

WE ARE OBJECTIVE IN OUR APPROACH AND INDEPENDENT WHEN RECOMMENDING INVESTMENT VEHICLES

In our fiduciary responsibility, we act as stewards of our clients’ investment portfolios. Clients retain full control of their investments, and delegate to us the responsibility of managing them in a prudent way;

Fee-based portfolios assets are custodied at Fidelity Investments, on the Fidelity Institutional Wealth Management Platform.

Find a solution that works for you

 

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