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
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
It's important to make sure your retirement strategy anticipates health-care expenses.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Life insurance proceeds are generally tax-free. But not in all cases.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
With alternative investments, it’s critical to sort through the complexity.
Are you ready for retirement? Here are five words you should consider.
$1 million in a diversified portfolio could help finance part of your retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.