Investments and Services

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. We can help you execute a sound financial program utilizing access to the following products and services:

 

 Financial Planning

 

Wealth Management

  • Wealth Distribution Strategies
  • Work - Optional Planning
  • Wealth Transfer Strategies
  • Charitable Planning
  • Tax Planning

Estate Plan

  • Wills & Trust Planning
  • Legacy Planning
  • Hypothetical Probate
  • Correct Title of accounts to accommodate documents

Retirement

  • Retirement Strategies
  • Year by year Retirement planning
  • Calculation of required minimum distributions
  • Roth IRA conversion optimizing

Employer Plan Analysis

  • Family Wealth Planning
  • Assist children with Investment Choices
  • Education Funding
  • 529 Plan Analysis

 Investments

 

  • Asset Allocation
  • Investment Analysis
  • Rebalancing
  • Institutionally Managed Accounts
  • 401k Rollovers
  • Traditional IRA
  • Roth IRA
  • SEP-IRA
  • Mutual Funds
    • Morningstar Analyses
    • Ibbotson Analyses
  • Annuities
    • Fixed Rate
    • Variable
  • Bond Instruments
    • Municipals
    • Corporate Bonds
    • Treasuries
  • Stock Investments
    • Stock Analysis
    • Industry Trends
    • Value Line Analyses
  • Certificates of Deposit - CD's
  • Alternatve Investments
    • Managed Futures
    • Tax & Credit Investments
    • Fund of Hedge Funds
    • Equipment Leasing
    • REITs - Real Estate Investment Trusts
    • Oil & Gas Limited Partnerships
    • Precious Metals

 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 Comunications
  • Individual Education Consultations

 Business Planning

 

  • Business Continuity Strategies
  • Buy-Sell Funding
  • Pension Plans
  • Employee Benefits Planning
  • Retirement Planning
  • Charitable Planning
  • Legacy Planning
  • Retirement Strategies
  • Tax Planning