Steven Abels Email & Phone Number

I have been blessed with life experiences that allow me to be uniquely qualified to understand the importance of financial planning. Just one of many examples is losing my hero at a young age, my dad. My father was a pastor in a small town and after 3 months lost his struggle with cancer, leaving my mother and us 4 children to grieve his loss. Due to his wise planning for his family, the life insurance proceeds allowed us to keep the family home. This experience helped me to understand how significant financial planning is in any individuals life. In addition this helped me to understand that money is not the most important aspect of life - family, health and religion are. However it is important to understand that money represents the ability for a person to achieve what is important to them in life. Each person is different and it is exciting for me to learn about each member of my client family so I can help them attain those "life goals". Stephen Covey said, "start with the end in mind" which explains a real cornerstone for our process. We always start with developing a complete understanding of a person's life goals, we then take a financial snapshot to ascertain our starting point, next we develop a plan to reach that clients "nirvana", then we examine all available investment vehicles to reach that end and finally we monitor the plan with regular meetings to ensure we are on track. It is a very logical and efficient process. As an independent advisor we are honored to work for our clients and are not beholden to any particular investment company or product.

Listed skills include Sales, New Business Development, Sales Management, Investments, and 44 others.

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  North Carolina State University

  Business Management