The purpose of
Family Estate Planning is to grow, preserve, and protect
our client’s assets for them and their heirs.
FEP’s
Practice
Unlike Wall Street
firms, you are our only client.
FEP’s
Philosophy
•
Our clients always come
first.
•
We are committed to honesty
and integrity in our relationships.
•
We provide
quality service.
•
We educate and inform our
clients so they can make the best decision.
•
We use a team approach –
we have a network of trusted, highly qualified
professionals on our team.
•
We are loyal to our clients
and we expect them to be loyal to us.
•
We help our clients make
wise decisions.
•
We believe
that long-term benefits take priority over a
short-term advantage.
•
We treat our
clients in a fair and respectful manner.
•
We do what
is right for our clients.
•
We operate
our business on sound ethics and principles
of honesty and trustworthiness.
•
We believe
it is important for us to stay current in legal
and planning techniques.
Awards
and Recognitions Each year Mr. Abels completes over four times
the number of continuing education credits required
for his licensing and registrations.
Mr. Abels has held numerous positions
in local and state organizations. From 1993 to the present, he is the recipient
of awards and recognition from numerous local, state
and national organizations, including…
2005
Earned Certified Senior Adviser (CSA) designation
2002
Life
Underwriting Training Council Fellow
(LUTCF) designation
2001
Accepted a
position as member of the Cooperating
Board of Trustees of Bob Jones University
in Greenville, SC.
2001
Chairman
of the Board, Radiology Staffing, Inc.
(RSI) Mr. Abels and three other individuals
started RSI, which provides radiology technicians
on a temporary staffing basis to hospitals throughout
the US
2000
Awarded the
Certified Retirement Counselor
(CRC®) designation
1999
Quality
of Life Award by Omaha Chapter of the
National Association of Insurance and Financial
Advisors
1997
Chairman
of the Board Nebraska FPA
1997
CFP®
Practitioner of the year for the state
of Nebraska by Nebraska FPA
1997
Million Dollar
Round Table, Top of the Table award
1996
President
Nebraska FPA
1996
Associate
of the Year Central Financial Services
of Nebraska
1995
President-Elect
Nebraska Financial Planning Association (FPA)
The
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Articles Medical Economics Articles
Since 1998, Medical Economics magazine, “the
business magazine of the medical profession™,”
has included Mr. Abels in their exclusive list entitled
“The 150 best financial advisers for
doctors.” Over the years, he has also
contributed to several other articles in the magazine.
Midlands Business
Journal
Because of his knowledge in the estate planning field,
Mr. Abels has been interviewed by a variety of publications
regarding estate planning issues. He has contributed
numerous times to articles in the Midlands Business
Journal, Medical Economics magazine, the Omaha
World Herald, Life Association News, and Broker
News.
Elizabeth Williams graduated Summa Cum
Laude with a Bachelor of Science degree in Financial Management
from Bob Jones University, Greenville, SC. She joined Family
Estate Planning, Inc. full time in January 2001. In 2005,
Elizabeth earned the Certified Senior Adviser
(CSA) designation. Elizabeth is
responsible for designing, implementing and monitoring systems
within all Family Estate Planning divisions. She is directly
involved with client cases and customer services.
Dianne Abels is the corporate office manager,
secretary and treasurer for Family Estate Planning, Inc.
She is our client database manager. She is directly responsible
for customer service and work-in-progress activities. She
has been with Family Estate Planning, Inc. since 1991.
