Investment Management
Retirement
Estate
Insurance
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.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Use this calculator to assess the potential benefits of a home mortgage deduction.
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An Inside Look at Retirement Living
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The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Where Is the Market Headed?
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Imagine your ideal post-pandemic retirement with this animated video.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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