For The Unique Needs Of Women
For Simplicity In Your Financial Life
And Confidence In Your Future
The women we work with take on a multitude of roles: You may be the primary financial decision maker in your family. You could be divorced, married, single, or a professional. You may have inherited money, received sudden wealth, or earned it through your business.
Together, you have these qualities in common:
You are committed to helping your family – your children, grandchildren, parents, brothers and sisters, and often your extended "family" of friends.
You are serious about making a difference in the world and are generous with causes that mean the most to you.
You are frugal and fiscally responsible.
You have a minimum of $500,000 to invest.
You appreciate independent advice that is objective and unbiased.
You are determined to have control of your financial future. And you may be looking for a financial advisor you can trust – someone who can help you create an organized system of wealth management that enables you to get what you want from your money. You like to feel "listened to," "understood," and "respected."
Also, you may be seeking someone who can simplify, organize, and coordinate your investments and financial affairs. You may be looking for an advisor who is both a coach and a financial partner, an advisor who can connect you and your family with appropriate tax, legal, and insurance professionals. Then, everyone involved can move ahead for an efficient and effective outcome.
You appreciate being educated on your options with services such as:
- Legacy Planning
- Education Planning
- Retirement Planning
- Insurance Planning
- Workshops, symposiums, and other educational opportunities.
The instability in the markets in the past couple of years has been extremely disruptive. You may appreciate our profile in InRegister magazine. Also, you may like our welcoming and accommodating service to make your life easier.
There is no better time than now to put our 54 years of combined experience to work for you. We invite you to call 225-408-4000 or contact Abel Financial Services here.
