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According to a Nobel Prize-winning study in
economics, 92% of investment returns are determined by strategic
asset allocation, not by which mutual fund you invest in.
Without this understanding, many people will buy an investment
magazine, turn to its top 10 list and purchase a mutual fund based
on last year’s performance.
Many investment decisions are based on emotion, and
are affected by your personal attachment to your money. No one is
more attached to your money than you are. Because of that, it is
very easy for that personal attachment to cause you to make an
investment mistake. This is not because of a lack of knowledge or
interest on your part. The problem is your personal attachment to
your money. Too much is at stake for you to risk do-it-yourself
investing; that is why you should use a professional.
 At
Family Estate Planning, Mr. Abels has built a wealth management
system on a disciplined approach to investing. This keeps the focus
on our clients’ goals by matching their risk tolerance with a
properly diversified portfolio. Our Wealth Management System is
successful in matching our clients’ particular risk tolerance to the
portfolio that best fits their goals. We use several methods to
determine each client’s risk tolerance.
To insure a proper match with each client’s goals,
we have developed three different portfolios; Conservative,
Moderate, and Aggressive. We also have special Enhanced portfolios
designed for doctors and other professional clients.
Our first priority is the client’s comfort with his
or her portfolio. We keep the client’s goals in focus by managing
and reallocating the portfolio at regular intervals, and we provide
reports and reviews to the client.
Personal Office:
J. A. Abels,
CFP®, CRC®
5753 Mark Street
Papillion,
NE 68133-2430
Telephone: (402) 331-1429
Email: webmail@FamilyEstatePlanning.com
Family Estate Planning, Inc. and Financial Network
are not affiliated companies.
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Securities offered through
Financial Network Investment Corporation, a registered
broker/dealer. Member SIPC.
Investment advice offered through
Financial Network Investment Corporation, a registered
investment advisor.
The broker-dealer, investment
advisor, BD agent or IA rep in question may only
transact business in a state if first registered,
excluded or exempted from state broker-dealer,
investment advisor, BD agent or IA rep registration
requirements, as may be; and follow-up, individualized
responses to persons in a state by such broker dealer,
investment adviser, BD agent or IA rep that involve
either the effecting or attempting to effect
transactions in securities, or the rendering of
personalized investment advice for compensation, as may
be, will not be made absent compliance with state
broker-dealer, investment adviser, BD agent or IA rep
registration requirements, or an applicable exemption or
exclusion.
Investment products and services
from this representative(s) available only to residents
of Arizona (AZ), California (CA), Colorado (CO), Florida
(FL), Georgia (GA), Illinois (IL), Iowa (IA), Maryland
(MD), Missouri (MO), Nebraska (NE), Nevada (NV), New
Hampshire (NH), New York (NY), North Carolina (NC), Ohio
(OH), Pennsylvania (PA), South Carolina (SC), South
Dakota (SD), Texas (TX), Virginia (VA), Washington (WA),
Guam (GU).
CFP® and CERTIFIED FINANCIAL
PLANNER™ are certification marks
owned by Certified Financial Planner Board of Standards,
Inc. These marks are awarded to individuals who
successfully complete the CFP Board's initial and
ongoing certification requirements.
Privacy & Other Important
Disclosures | |
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