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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement Retired

2 advisors near 67735

Out of 400,000+ nationwide

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Kristyn Y

Series 63, Series 66

Goodland, KS

Edward Jones

Kristyn Yost is a financial advisor at Edward Jones with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2005. Outside of her advisory role, Yost serves as the vice president of the Goodland Chamber Ambassadors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, discretionary and non-discretionary, supported by a nationwide network of over 23,700 advisors and a broad footprint of branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Trevor L

Series 66

Goodland, KS

Ameriprise

Trevor Linton is a financial advisor with Ameriprise who holds a Series 66 designation and has 21 years of industry experience. He previously worked at Investment Professionals Inc for 14 years before joining Ameriprise Financial Services, Inc., and later Ameriprise. Outside of his advisory role, he serves on the boards of the Rotary Club of Goodland, Northwest Kansas Technical College, and is the board president of the USD 352 Board of Education. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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