Comprehensive Financial & Insurance Services for Your Future

I offer a suite of financial and insurance services to support an overarching financial plan, no matter where you are in life—still in your career, nearing retirement or retired. Before offering any services, I always listen to your needs, wants and goals to make sure that my recommendations are suitable and supportive of your situation. I am independent, act as a fiduciary firm and committed to always acting in your best interest.

My Services Support Your Financial Goals

Investments

Investments come in many different forms and account types, often causing confusion. We can assess your various investment types to make sure your accounts are suitable for your short and long-term goals, risk tolerance and investment timeline. Strategies can include (but are not limited to):

• Mutual funds
• Stocks
• Bonds
• Index funds
• Exchange-traded funds
• Cash equivalents
  

Insurance

While insurance is not an investment product, it is a form of risk mitigation that can provide financial stability when needed most. I can help assess your situation and see where insurance fits to your overall plan to provide protection from life’s “what ifs.” Strategies can include:



• Life insurance
• Disability income protection
• Annuities
  

Retirement Planning

Preparing for retirement is a big step. You have likely saved for years, hoping to have enough to retire and stay retired. I can help look at your various accounts and income streams to help make sure you are on track and prepared to drawdown your income to support you in your golden years. Strategies can include:

• Defined Benefit Pensions
• 401(k)s
• IRAs
• Annuities
• Social Security
  

Legacy & Estate

Leaving a thoughtful legacy is a goal for many people. They want to share their wealth and assets with loved ones or a favorite cause or charity. They may also want to provide financial stability when needed most. I work with CPAs and attorneys to make sure legal and tax issues are addressed and documented. Strategies can include:

• Life insurance
• Wills
• Estates

Angelos Advisory Group does not provide legal advice and cannot draft legal documents. I work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. I am pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.

Business Planning

I work with business professionals and owners on financial planning to grow their business, retain top talent and complete contingency planning. Strategies can include:

• Buy-sell arrangements
• Key-person insurance
• Benefits review
  

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.