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
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The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some smart strategies that may help you pursue your investment objectives
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Using smart management to get more of what you want and free up assets to invest.
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Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
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