While developing a customized financial program at Angeles Retirement Consulting,LLC. Wealth Management and Retirement Planning, we will walk you through a step-by-step process that will help you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives accessing the following products and services:

 

Financial Planning

• Wealth Management

• Wealth Distribution Strategies

• Wealth Transfer Strategies

• Tax Planning

Estate Planning

• Charitable Planning

• Wills & Trust Planning

• Legacy Planning

Retirement & Retirement Strategies

• Traditional IRA

• Roth IRA

• SEP-IRA

• Roth IRA & Conversion Optimizing

• 401(k) & Rollover Services

• Year by Year Retirement Planning

• Calculation of Required Minimum Distributions

Investments

• Asset Allocation

• Investment Analysis

• Rebalancing

• Institutionally Managed Accounts

• Mutual Funds

• Stock Investments

• Stock Analysis

• Certificates of Deposit (CD's)

• Alternative Investments

• Annuities

• Managed Futures

• Tax & Credit Investments

• Fund of Hedge Funds

• Equipment Leasing

• Real Estate Investment Trusts (REITs)

• Oil & Gas Limited Partnerships

• Precious Metals

• Fixed Rate

• Variable

• Bond Instruments

• Municipals

• Corporate Bonds

• Treasuries

Retirement Plans

• Plan Design Assistance

• Plan Committee Support

• Investment Policy Statement Review

• Investment Review Assistance

• Investment Options Benchmarking

• Facilitate Request for Proposal Process

• Compliance Meeting Assistance

• Group Enrollment Meetings

• Employee Benefits Planning

• Employee Education

• Employee Communications

• Individual Education Consultation