Broker Check

Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Insurance

Medicare

Disability Income Insurance

Term Life Insurance 

Whole Life Insurance

Universal Life Insurance

Hybrid Life Insurance Options

Long-Term-Care Insurance

Variable Annuities

Fixed Annuities

Final Expense Insurance 

Investments

Equities

Fixed Income

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Trust Accounts

Brokerage Accounts

Non Prototype Accounts

Guardian Accounts

Government Securities

Treasuries


Financial Planning

Qualified Retirement Plans

Tax Focused Plans

401(k) Rollovers

403(b) Planning

529 College Savings Plans

Estate Planning Needs

Money Purchasing Plans

Profit Sharing Plans

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

mideangelo@deangelowealthmanagement.com   |  512-663-7444