Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.Learn More
An effective estate can spell out your healthcare wishes and ensure they’re carried out – even if you are unable to communicate.Learn More
A sound insurance program can help protect your family from the financial consequences of unexpected events.Learn More
Navigating Your Unique Financial Path Toward Retirement
Many financial advisors can provide investment advice. A personalized plan from an experienced planner can be more difficult to find. At Angelo & Associates Financial Planning Group, we specialize in comprehensive financial planning, helping families and business owners bridge the gap between today’s reality and tomorrow’s retirement goals. We seek to serve as a client’s professional partner as they navigate life’s obstacles, goals, and celebrations.
As an independent firm led by Raymond Angelo, a CERTIFIED FINANCIAL PLANNER™ professional supported by broker-dealer LPL Financial, we have the resources, tools, and services typically found at national firms, while offering the personalized attention, frequent communication, and tailored strategies of a small practice. We work with a select number of clients in order to provide a high level of service to each person.
We understand that people rely on advisors for trusted financial advice and we do not take this responsibility lightly. We are committed to making a positive impact on people’s lives, and working with families through multiple generations.Contact Us
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
One of the most common questions people ask about Social Security is when they should start taking benefits.
It may help your business be better prepared in the event of the death of a principal or key employee.
Understanding how a stock works is key to understanding your investments.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
If you died, what would happen to your email archives, social profiles and online accounts?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
When should you take your Social Security benefit?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are hundreds of ETFs available. Should you invest in them?
Making the most of surprises is a great reason to work with us.