For Medical Specialists,
Professionals, And Executives

Financial Wealth Management Made To Order For You

Suppose all of your planning needs were naturally taken care of through a specific, and customized, strategic process. 

Imagine being able to see tangible results in your financial life.  Imagine, further, working with an advisor flexible enough to adjust to your full schedule – someone with the resources in place to follow up and complete actions for you.

You may be a physician, a CPA, an attorney, or other professional planning for retirement. 

Perhaps, you are looking for professional financial advice for a retirement plan designed to support your lifestyle through your retirement.

You may be an executive seeking help to organize your investments and allocate them properly.

You would like to gain confidence that you are on top of your financial future and are moving ahead to your financial goals.

Or you may be a younger medical professional. 

You could have started out with a negative net worth from student loans and a business line of credit.  You would like to develop a substantial net worth to be able to live the life you desire.  Traveling, helping family and friends, and enjoying your profession may be highlights of your ideal life.

More Time For Your Profession

Medical professionals, CPAs, attorneys, and other professionals along with executives have delegated investment and financial planning to the professionals at Abel Financial Services.  They gain more time for their specialty.

They have a minimum of $500,000 to invest.  And they can benefit from both specialized advice and customized solutions for:

• asset allocation
• estate planning, 
• retirement planning
• 401k planning,
• help with business acquisitions
• tax planning
• risk management

Leadership And Independent Advice

Leo Abel has been in the financial services industry since 1993.  In those years he has provided leadership, unique strategies for preserving and investing wealth, and independent advice from an experienced CERTIFIED FINANCIAL PLANNER™.

Above all, he helps clients see a tangible difference in their financial lives.

To discover more about comprehensive wealth management for professionals and executives, please call 225-408-4000 or contact us here . . .