We match you, our client, with the professionals on
our team who can best assist with developing your financial plan.
During the initial meeting, Mr. Abels listens to
your concerns, desires, and goals. He then consults with the
professionals he feels are the best match for your needs. These
professionals evaluate their particular aspect of your financial
plan. The team then meets with one another to discuss your needs.
Once the financial plan is developed, Mr. Abels and the team meet
together with you to present the proposed plan. This gives you the
opportunity to discuss the pros and cons of each option with all of
the professionals one on one. Ultimately you, the team captain,
choose the plan with which you are most comfortable.
At Family Estate Planning, we have used this “team
approach” for over ten years, and the feedback we have received from
our clients is overwhelmingly positive. They love the power that
this team approach gives them to make informed decisions about their
financial future. Please click on the buttons at the left of the
screen, and discover how we can work with you to grow and protect
your assets and investments.
Please call us for an appointment. The only purpose
of that appointment is to help you decide if we can help you. In
fact, we make you three promises regarding our first meeting.
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 Alabama (AL), 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).
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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