Broker Check
Independence Comprehensive Guidance Personalized
 

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. 

Contact Us

Download Our Free App

We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.

Download our app on the App Store!Download our app on Google Play!

Helpful Content

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

 

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

View all articles arrow

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

View all videos arrow