Call: (843) 991-8640
Gain Clarity About Your Financial Future
When it comes to your finances, are you ready to get organized, start prioritizing and put a plan in place to achieve your goals?
Angelos Advisory Group strives to simplify complex financial matters and provide clarity into your unique situation. I specialize in investments, insurance and legacy strategies for business professionals, retirees and near-retirees in South Carolina and across the country. Partner with me and get clear about your financial future.
From Overwhelmed to Confident: How We Can Simplify Your Finances & Set You On The Right Path
I was overwhelmed by financial decisions and accounts. I knew I should probably get professional guidance, but I kept putting it off. I was referred to Angelos Advisory Group by a friend who was happy with their service. I made an appointment and worked through their SIMPLE process. Today, I have a financial plan in place that addresses my short and long-term goals. I am feeling more confident about the future. The preceding is hypothetical.
After working with hundreds of clients over the years, the above scenario is typical of how many of my clients felt, how they found their way to me, and then made financial progress. Are you ready to get your custom financial plan?
Meet Timothy Angelos
President/CEO & Financial Advisor Timothy Angelos has been serving clients for more than two decades with his financial knowledge. He prides himself on being honest, caring and friendly. His business was built on the referrals from satisfied clients over the years. He makes sure the advisor-client relationship is a good personality fit, setting everyone up for a long-term, successful partnership.
Straightforward Services
I specialize in five main services areas that support business professionals and those thinking about retirement.
Investments
Insurance
Retirement Planning
Legacy & Estate
Business Planning
Schedule your complimentary consultation today!
Simplify Your Finances
Wondering what you can expect when working with us? Our work together follows our six-step SIMPLE process, designed to keep you focused and making progress towards your goals.
S – Schedule a complimentary consultation and get to know me.
I – Identify your situation, including concerns, values and goals.
M – Make customized recommendations based on your situation.
P – Put agreed upon strategies and recommendations in place.
L – Live life for today knowing you have planned for the future.
E
– Evaluate your situation periodically and evolve as needed.
5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster
Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.
Send Me a Message Today
Interested in learning more about how I may be able to help you? Contact us to schedule a complimentary, no-obligation consultation.
Call Us Today: (843) 991-8640
421 Wando Park Blvd, Ste. 140, Mt. Pleasant, SC 29464
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Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Angelos Advisory Group and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. We are not affiliated with any government agency.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
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