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 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


Roth IRA & Conversion Optimizing

401(k) & Rollover Services

Year by Year Retirement Planning

Calculation of Required Minimum Distributions


Asset Allocation

Investment Analysis


Institutionally Managed Accounts

Mutual Funds

Stock Investments

Stock Analysis

Certificates of Deposit (CD's)

Alternative Investments


Managed Futures

Tax & Credit Investments

Fund of Hedge Funds

Equipment Leasing

Real Estate Investment Trusts (REITs)

Oil & Gas Limited Partnerships

Precious Metals

Fixed Rate


Bond Instruments


Corporate Bonds


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