Nick and Jenna are living the modern upper-middle-class lifestyle. They are two working parents focused on professional growth but also raising two children and just trying to keep it all together! Once we know you, your family and what you want out of life, we help you organize your finances. As a client, you are not just a number.
We value personalized relationships which is why we work with a limited number of new families each year. We believe that it is important to give back to those who are less fortunate by volunteering. Our client, Dr. Raul Caceres started the Tiwanaku Project in Oruro Bolivia, and serves as the director.
We value personalized relationships which is why we work with a limited number of new families each year. We believe that it is important to give back to those who are less fortunate by volunteering. Our client, Dr. Raul Caceres started the Tiwanaku Project in Oruro Bolivia, and serves as the director.
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Who We Are
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Rita Abel, the founder of Abel Financial, has been a practicing CPA since 1982, first working in various public accounting firms and becoming a sole practitioner in 1991. Since that time, she has incorporated both disciplines to maximize the benefit to her clients' financial well-being.
Rita's personal journey has seen her family escape Poland during the holocaust and make her way through Russia and Israel as a young girl before making her way to the US.She has seen the worst in people and governments. Rita is married, has three adult sons who are also married and who have blessed her and her husband with seven wonderful grandchildren - five boys and two girls.
Rita's personal journey has seen her family escape Poland during the holocaust and make her way through Russia and Israel as a young girl before making her way to the US.She has seen the worst in people and governments. Rita is married, has three adult sons who are also married and who have blessed her and her husband with seven wonderful grandchildren - five boys and two girls.
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The core of our investment strategy ensures that our client's investments are first, aligned with their financial plan. We determine how much risk you have in your portfolio by seeing how you performed in various real-world events. We develop an investment plan to help you minimize risk and preserve your hard-earned life's savings.
Life Stages and Events
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Financial Plans evolve over time and our greatest joys in life are helping our clients through the various celebrations and challenges that come throughout our relationships. Nick and Jenna are living the modern upper-middle-class lifestyle. They are two working parents focused on professional growth but also raising two children and just trying to keep it all together!
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