Rooted in Wisdom. Built for Legacy
At Angel Legacy Advisors, we provide personalized financial planning and investment management for individuals and families who want to steward their resources with clarity and purpose. Our services are designed to offer steady guidance, practical wisdom, and faith-aligned strategies—guidance to help you build with confidence.
Retirement Roadmap Comprehensive Plan
- For clients nearing or already living in retirement
- Income strategy, Social Security optimization, tax projections, withdrawal sequencing
- Identifying the day work becomes optional for you
- Testing & modeling different scenarios and how much you can spend in retirement
- Social Security Timing - when to claim, coordinating spousal benefits
- RMD (Required Minimum Distributions) Strategy – for clients age 70+ to plan required distributions with confidence, avoid penalties for mistakes, and minimize taxes.
- Managing Retirement Investments, Roth conversions, tax efficient growth, and risk reduction strategies
- Typical Price: $3,000
Mid-Career Check-Up - Comprehensive Plan
- For mid career builders who are doing “pretty well” but want to clarity & confidence
- Includes investment review, guidance to grow wealth, cash flow audit, big decision modeling (second home, business launch, etc.), tax gaps, asset coordination
- Typical Price: $3,000
Investment Management Services
Many clients choose a long-term relationship that includes both financial planning and portfolio management.
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- This service is billed as a percentage of the assets we manage on your behalf, and typically comes out of the accounts invested.
- Fees are deducted quarterly from managed accounts.
- No commissions on recommended products. No hidden costs.
- All clients using investment management services also receive ongoing comprehensive financial planning support ($3,000 Value)
Tax & Charitable Strategies Plan
- Advanced planning for saving on taxes - Roth Conversions, Tax loss/gain harvesting, withdrawal strategies.
- Charitable Giving strategies - Donor-Advised Funds, Charitable IRA Distributions, and tax-smart generosity.
- Beneficiary review, legacy transfer scenarios, Estate plan review
- Typical Price: $1,500
Job Change Check-Up
- For clients changing jobs, considering a career change, or recently taken on a new role
- 401(k) and IRA rollover strategy, employer benefits review, goals checkup, and modeling plan under new career
- Typical Price: $1,500
Widow/Widower Support Plan
- Designed with compassion. Same as Comprehensive plans as above for guidance during a difficult transition.
- Isaiah 1:17 says Learn to do right; seek justice. Defend the oppressed. Take up the cause of the fatherless; plead the case of the widow.
- Typical Price $3,000, Discounted Price: $750
Getting Started Plan
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- For young adults or new professionals beginning their financial journey
- Budget & saving strategy, getting started with investing, Retirement setup insurance basics
- Typical Price: $750
Business Owner & Employer planning
- Business Owner Wealth Strategy – holistic plan for business, coordinating personal assets, tax optimization
- Solo 401(k) & SEP IRA retirement plans – for small business owners, freelancers, & contractors
- Exit & Succession Planning – planning for eventual business sale or retirement
- (Coming soon) 401(k) Setup + Ongoing Administration – includes TPA coordination, employee education
- (Coming soon) - Financial Wellness program for Employees
- Inquire on Pricing, dependent on complexity
In practical terms, what do we do for clients?
Here’s a full list of our services and topics we might be able to assist you with.