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Services Offered
Angelopoulos Financial LLC provides individuals and families with innovative products and services designed to help them grow, protect, and preserve their wealth through every stage of life. By understanding your needs, goals, and tolerance for risk, we work with you to bring clarity to what you want to achieve and develop strategies to help you get there.
We also offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Based on their personal values and financial goals, we develop and implement customized strategies designed to help them achieve their objectives.
Click on our key services below to expand and learn more.
Financial Solutions
We provide personalized financial solutions tailored to each client’s unique circumstances, including income, risk tolerance, values, and family considerations. We work closely with our clients to identify and prioritize their goals, explore available options, develop effective strategies, implement a solution, and regularly review progress to make adjustments as needed.
Retirement Planning
For pre-retirees and retirees, our mission is to transform the nest egg you worked your entire life to build into an income strategy that supports your dream retirement and provide greater confidence around longevity.
Estate Planning
The goal of estate planning is to help ensure your assets are passed to your beneficiaries according to your wishes and working with your tax professional to help with minimizing estate, gift, income, and other potential taxes
401(k) Rollovers
When you leave a job or retire, you have an important decision to make regarding your 401(k) assets. While leaving the funds in your former employer’s plan may be an option, a rollover may also be considered. Working with your tax advisor, we can help you evaluate the available options and determine which course of action best aligns with your financial goals.
Your options may include leaving the funds in your existing plan, if permitted, rolling them into a new employer’s plan if one is available and accepts rollovers, or transferring them to another qualified retirement account. Each option may offer advantages and disadvantages depending on your individual circumstances, including factors such as investment choices, fees and expenses, services available, withdrawal flexibility, required minimum distributions, and tax considerations.
Neither New York Life Insurance Company nor its agents offer tax advice.
Life Insurance / Long-Term Care Insurance
At Angelopoulos Financial, our trained professionals work closely with clients to identify their financial needs and determine which strategies and solutions can best help them achieve their objectives. Solutions we commonly incorporate into our strategy include life insurance, annuities, and managing costs for extended periods of care.
