| 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), 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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