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Augustus W. Abel, CFP®

Abel Financial Strategies

3130 Winding Woods Dr
Powell, OH 43065
Phone: (614) 499-1201
Fax: (866) 242-1040

Web site

Household Income Minimum: $0
Investable Asset Minimum: $25,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Employee Benefits
  • Getting Married
  • Mutual Funds
  • Insurance
  • Job Loss
  • Startup
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Starting a Family
  • Sudden Wealth
  • Medical & Health Issues
  • Special Needs
  • Women's Finances

 

About My Practice

Please see my website: www.awabelfinancial.com.awabelfinancial.com   

 

Experience

Financial Consulting, Investment, and Insurance Services since 1999 - Certified Financial Planner certification since 2004. 

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 66
Insurance Licenses
Life insurance: OH, MI, NC, WA, Health/disability insurance: OH, MI, NC, WA, Fixed annuities: OH, MI, NC, WA, Variable annuities: OH, MI, NC, WA
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Investment Advisor Rep
Broker-Dealer Affiliation
First Heartland Capital, Inc.
Broker-Dealer Disclaimer
Securities offered through First Heartland Capital®, Inc. Member FINRA/SIPC. Advisory Services offered through First Heartland Consultants®, Inc. (Abel Financial Strategies is not affiliated with First Heartland Capital®, Inc.)

 

How Planner Charges

Considerations: Fee Based

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.