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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®, CSA 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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