{"id":23455,"date":"2023-11-23T14:13:10","date_gmt":"2023-11-23T14:13:10","guid":{"rendered":"https:\/\/finpath.keydesign.xyz\/crypto-ai-assistant\/?page_id=23455"},"modified":"2025-09-09T21:13:59","modified_gmt":"2025-09-09T21:13:59","slug":"plans-and-pricing","status":"publish","type":"page","link":"https:\/\/angellegacyadvisors.com\/staging\/5239\/plans-and-pricing\/","title":{"rendered":"Plans and Pricing"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"23455\" class=\"elementor elementor-23455\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1d335ed e-flex e-con-boxed e-con e-parent\" data-id=\"1d335ed\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-bc1e463 e-con-full e-flex e-con e-child\" data-id=\"bc1e463\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-72718da animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-heading\" data-id=\"72718da\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:100,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-heading.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" ><div class=\"ekit-heading elementskit-section-title-wraper text_center   ekit_heading_tablet-   ekit_heading_mobile-text_center\"><h1 class=\"ekit-heading--title elementskit-section-title \">Rooted in <span><span>Wisdom<\/span><\/span>. Built for Legacy<\/h1>\t\t\t\t<div class='ekit-heading__description'>\n\t\t\t\t\t<p><span style=\"font-weight: 400\">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\u2014guidance to help you build with confidence.<\/span><\/p>\n\t\t\t\t<\/div>\n\t\t\t<\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-64bb188 e-flex e-con-boxed e-con e-parent\" data-id=\"64bb188\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-2f98ecf e-con-full e-flex e-con e-child\" data-id=\"2f98ecf\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-56091c3 e-con-full animated-fast e-flex elementor-invisible e-con e-child\" data-id=\"56091c3\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeIn&quot;,&quot;animation_delay&quot;:100}\">\n\t\t<div class=\"elementor-element elementor-element-39ee6e8 e-con-full e-flex e-con e-child\" data-id=\"39ee6e8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6ed9360 animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-heading\" data-id=\"6ed9360\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:100,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-heading.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" ><div class=\"ekit-heading elementskit-section-title-wraper text_left   ekit_heading_tablet-text_left   ekit_heading_mobile-text_left\"><h2 class=\"ekit-heading--title elementskit-section-title \">Retirement Roadmap <span><span>Comprehensive<\/span><\/span> Plan<\/h2>\t\t\t\t<div class='ekit-heading__description'>\n\t\t\t\t\t<ul>\n<li><span style=\"font-weight: 400\">For clients nearing or already living in retirement<\/span><\/li>\n<li><span style=\"font-weight: 400\">Income strategy, Social Security optimization, tax projections, withdrawal sequencing<\/span><\/li>\n<li><span style=\"font-weight: 400\">Identifying the day work becomes optional for you<\/span><\/li>\n<li><span style=\"font-weight: 400\">Testing &amp; modeling different scenarios and how much you can spend in retirement<\/span><\/li>\n<li><span style=\"font-weight: 400\">Social Security Timing - when to claim, coordinating spousal benefits<\/span><\/li>\n<li><span style=\"font-weight: 400\">RMD (Required Minimum Distributions) Strategy \u2013 for clients age 70+ to plan required distributions with confidence, avoid penalties for mistakes, and minimize taxes.<\/span><\/li>\n<li><span style=\"font-weight: 400\">Managing Retirement Investments, Roth conversions, tax efficient growth, and risk reduction strategies<\/span><\/li>\n<li><span style=\"font-weight: 400\">Typical Price: $3,000<\/span><\/li>\n<\/ul>\n\t\t\t\t<\/div>\n\t\t\t<\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0bb6c4b elementor-align-left elementor-widget__width-auto animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-button\" data-id=\"0bb6c4b\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;pulse&quot;,&quot;_animation_delay&quot;:200,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-button.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" >\t\t<div class=\"ekit-btn-wraper\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/angellegacyadvisors.com\/staging\/5239\/contact\/\" class=\"elementskit-btn  whitespace--normal\" id=\"\">\n\t\t\t\t\tBook Consultation\t\t\t\t<\/a>\n\t\t\t\t\t<\/div>\n        <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d0beee8 e-con-full e-flex e-con e-child\" data-id=\"d0beee8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2c4676c animated-fast elementor-invisible elementor-widget elementor-widget-image\" data-id=\"2c4676c\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;,&quot;_animation_delay&quot;:200,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" loading=\"lazy\" width=\"2560\" height=\"1709\" src=\"https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/09\/Ret-Couple-walking-road-1-scaled.jpg?fit=2560%2C1709&amp;ssl=1\" class=\"attachment-full size-full wp-image-25492\" alt=\"\" srcset=\"https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/09\/Ret-Couple-walking-road-1-scaled.jpg?w=2560&amp;ssl=1 2560w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/09\/Ret-Couple-walking-road-1-scaled.jpg?resize=300%2C200&amp;ssl=1 300w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/09\/Ret-Couple-walking-road-1-scaled.jpg?resize=1024%2C684&amp;ssl=1 1024w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/09\/Ret-Couple-walking-road-1-scaled.jpg?resize=768%2C513&amp;ssl=1 768w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/09\/Ret-Couple-walking-road-1-scaled.jpg?resize=1536%2C1025&amp;ssl=1 1536w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/09\/Ret-Couple-walking-road-1-scaled.jpg?resize=2048%2C1367&amp;ssl=1 2048w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/09\/Ret-Couple-walking-road-1-scaled.jpg?resize=710%2C474&amp;ssl=1 710w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/09\/Ret-Couple-walking-road-1-scaled.jpg?w=2280&amp;ssl=1 2280w\" sizes=\"auto, (max-width: 1140px) 100vw, 1140px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d0e046c e-flex e-con-boxed e-con e-parent\" data-id=\"d0e046c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-aa469f5 e-con-full e-flex e-con e-child\" data-id=\"aa469f5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-5771fa5 e-con-full animated-fast e-flex elementor-invisible e-con e-child\" data-id=\"5771fa5\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeIn&quot;,&quot;animation_delay&quot;:100}\">\n\t\t<div class=\"elementor-element elementor-element-0e187fe e-con-full e-flex e-con e-child\" data-id=\"0e187fe\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1e45de8 animated-fast elementor-invisible elementor-widget elementor-widget-image\" data-id=\"1e45de8\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;,&quot;_animation_delay&quot;:200,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" loading=\"lazy\" width=\"640\" height=\"427\" src=\"https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/man-7956041_640.jpg?fit=640%2C427&amp;ssl=1\" class=\"attachment-full size-full wp-image-24910\" alt=\"Mid-Career Check-Up\" srcset=\"https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/man-7956041_640.jpg?w=640&amp;ssl=1 640w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/man-7956041_640.jpg?resize=300%2C200&amp;ssl=1 300w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8107912 e-con-full e-flex e-con e-child\" data-id=\"8107912\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-dd94f68 animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-heading\" data-id=\"dd94f68\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:100,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-heading.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" ><div class=\"ekit-heading elementskit-section-title-wraper text_left   ekit_heading_tablet-text_left   ekit_heading_mobile-text_left\"><h2 class=\"ekit-heading--title elementskit-section-title \">Mid-Career Check-Up - <span><span>Comprehensive<\/span><\/span> Plan<\/h2>\t\t\t\t<div class='ekit-heading__description'>\n\t\t\t\t\t<ul>\n<li><span style=\"font-weight: 400\">For mid career builders\u00a0 who are doing \u201cpretty well\u201d but want to clarity &amp; confidence<\/span><\/li>\n<li><span style=\"font-weight: 400\">Includes investment review, guidance to grow wealth, cash flow audit, big decision modeling (second home, business launch, etc.), tax gaps, asset coordination<\/span><\/li>\n<li><span style=\"font-weight: 400\">Typical Price: $3,000<\/span><\/li>\n<\/ul>\n<p><\/p>\n\t\t\t\t<\/div>\n\t\t\t<\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-86d7afb elementor-align-left elementor-widget__width-auto animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-button\" data-id=\"86d7afb\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;pulse&quot;,&quot;_animation_delay&quot;:200,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-button.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" >\t\t<div class=\"ekit-btn-wraper\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/angellegacyadvisors.com\/staging\/5239\/contact\/\" class=\"elementskit-btn  whitespace--normal\" id=\"\">\n\t\t\t\t\tBook Consultation\t\t\t\t<\/a>\n\t\t\t\t\t<\/div>\n        <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2d051e0 e-flex e-con-boxed e-con e-parent\" data-id=\"2d051e0\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-af03ee2 e-con-full e-flex e-con e-child\" data-id=\"af03ee2\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-7288b5e e-con-full animated-fast e-flex elementor-invisible e-con e-child\" data-id=\"7288b5e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeIn&quot;,&quot;animation_delay&quot;:100}\">\n\t\t<div class=\"elementor-element elementor-element-756ee15 e-con-full e-flex e-con e-child\" data-id=\"756ee15\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-38604c7 animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-heading\" data-id=\"38604c7\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:100,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-heading.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" ><div class=\"ekit-heading elementskit-section-title-wraper text_left   ekit_heading_tablet-text_left   ekit_heading_mobile-text_left\"><h2 class=\"ekit-heading--title elementskit-section-title \">Investment <span><span>Management<\/span><\/span> Services<\/h2>\t\t\t\t<div class='ekit-heading__description'>\n\t\t\t\t\t<p><span style=\"font-weight: 400\">Many clients choose a long-term relationship that includes both financial planning and portfolio management.<\/span><\/p>\n<ul>\n<li>\n<ul>\n<li><span style=\"font-weight: 400\">This service is billed as a percentage of the assets we manage on your behalf, and typically comes out of the accounts invested.<\/span><\/li>\n<li><span style=\"font-weight: 400\">Fees are deducted quarterly from managed accounts.<\/span><\/li>\n<li><span style=\"font-weight: 400\">No commissions on recommended products. No hidden costs.<\/span><\/li>\n<li><span style=\"font-weight: 400\">All clients using investment management services also receive ongoing comprehensive financial planning support ($3,000 Value)<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\t\t\t\t<\/div>\n\t\t\t<\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1bb0e4a elementor-align-left elementor-widget__width-auto animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-button\" data-id=\"1bb0e4a\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;pulse&quot;,&quot;_animation_delay&quot;:200,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-button.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" >\t\t<div class=\"ekit-btn-wraper\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/angellegacyadvisors.com\/staging\/5239\/contact\/\" class=\"elementskit-btn  whitespace--normal\" id=\"\">\n\t\t\t\t\tBook Consultation\t\t\t\t<\/a>\n\t\t\t\t\t<\/div>\n        <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-25c46e8 e-con-full e-flex e-con e-child\" data-id=\"25c46e8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-32413cd animated-fast elementor-invisible elementor-widget elementor-widget-image\" data-id=\"32413cd\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;,&quot;_animation_delay&quot;:200,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" loading=\"lazy\" width=\"640\" height=\"480\" src=\"https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/09\/Logo-with-fee-schedule-640-x-480.webp?fit=640%2C480&amp;ssl=1\" class=\"attachment-full size-full wp-image-25485\" alt=\"\" srcset=\"https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/09\/Logo-with-fee-schedule-640-x-480.webp?w=640&amp;ssl=1 640w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/09\/Logo-with-fee-schedule-640-x-480.webp?resize=300%2C225&amp;ssl=1 300w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-ad7afbc e-flex e-con-boxed e-con e-parent\" data-id=\"ad7afbc\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-4e816fe e-con-full e-flex e-con e-child\" data-id=\"4e816fe\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-1a8d05f e-con-full animated-fast e-flex elementor-invisible e-con e-child\" data-id=\"1a8d05f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeIn&quot;,&quot;animation_delay&quot;:100}\">\n\t\t<div class=\"elementor-element elementor-element-59cd6e1 e-con-full e-flex e-con e-child\" data-id=\"59cd6e1\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7aa72d9 animated-fast elementor-invisible elementor-widget elementor-widget-image\" data-id=\"7aa72d9\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;,&quot;_animation_delay&quot;:200,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" loading=\"lazy\" width=\"640\" height=\"426\" src=\"https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/jar-2747759_640.webp?fit=640%2C426&amp;ssl=1\" class=\"attachment-full size-full wp-image-24911\" alt=\"\" srcset=\"https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/jar-2747759_640.webp?w=640&amp;ssl=1 640w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/jar-2747759_640.webp?resize=300%2C200&amp;ssl=1 300w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-67aa21e e-con-full e-flex e-con e-child\" data-id=\"67aa21e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-70127e6 animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-heading\" data-id=\"70127e6\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:100,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-heading.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" ><div class=\"ekit-heading elementskit-section-title-wraper text_left   ekit_heading_tablet-text_left   ekit_heading_mobile-text_left\"><h2 class=\"ekit-heading--title elementskit-section-title \">Tax &amp; Charitable <span><span>Strategies<\/span><\/span> Plan<\/h2>\t\t\t\t<div class='ekit-heading__description'>\n\t\t\t\t\t<ul>\n<li><span style=\"font-weight: 400\">Advanced planning for saving on taxes - Roth Conversions, Tax loss\/gain harvesting, withdrawal strategies.\u00a0<\/span><\/li>\n<li><span style=\"font-weight: 400\">Charitable Giving strategies - Donor-Advised Funds, Charitable IRA Distributions, and tax-smart generosity.<\/span><\/li>\n<li><span style=\"font-weight: 400\">Beneficiary review, legacy transfer scenarios, Estate plan review<\/span><\/li>\n<li><span style=\"font-weight: 400\">Typical Price: $1,500<\/span><\/li>\n<\/ul>\n<p><\/p>\n\t\t\t\t<\/div>\n\t\t\t<\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-431332d elementor-align-left elementor-widget__width-auto animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-button\" data-id=\"431332d\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;pulse&quot;,&quot;_animation_delay&quot;:200,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-button.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" >\t\t<div class=\"ekit-btn-wraper\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/angellegacyadvisors.com\/staging\/5239\/contact\/\" class=\"elementskit-btn  whitespace--normal\" id=\"\">\n\t\t\t\t\tBook Consultation\t\t\t\t<\/a>\n\t\t\t\t\t<\/div>\n        <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f96e1f9 e-flex e-con-boxed e-con e-parent\" data-id=\"f96e1f9\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-3524e7f e-con-full e-flex e-con e-child\" data-id=\"3524e7f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-f56df27 e-con-full animated-fast e-flex elementor-invisible e-con e-child\" data-id=\"f56df27\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeIn&quot;,&quot;animation_delay&quot;:100}\">\n\t\t<div class=\"elementor-element elementor-element-3810aff e-con-full e-flex e-con e-child\" data-id=\"3810aff\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ce68940 animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-heading\" data-id=\"ce68940\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:100,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-heading.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" ><div class=\"ekit-heading elementskit-section-title-wraper text_left   ekit_heading_tablet-text_left   ekit_heading_mobile-text_left\"><h2 class=\"ekit-heading--title elementskit-section-title \">Job Change <span>Check-Up<\/span><\/h2>\t\t\t\t<div class='ekit-heading__description'>\n\t\t\t\t\t<ul>\n<li><span style=\"font-weight: 400\">For clients changing jobs, considering a career change, or recently taken on a new role<\/span><\/li>\n<li><span style=\"font-weight: 400\">401(k) and IRA rollover strategy, employer benefits review, goals checkup, and modeling plan under new career<\/span><\/li>\n<li><span style=\"font-weight: 400\">Typical Price: $1,500<\/span><\/li>\n<\/ul>\n\t\t\t\t<\/div>\n\t\t\t<\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4405196 elementor-align-left elementor-widget__width-auto animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-button\" data-id=\"4405196\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;pulse&quot;,&quot;_animation_delay&quot;:200,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-button.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" >\t\t<div class=\"ekit-btn-wraper\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/angellegacyadvisors.com\/staging\/5239\/contact\/\" class=\"elementskit-btn  whitespace--normal\" id=\"\">\n\t\t\t\t\tBook Consultation\t\t\t\t<\/a>\n\t\t\t\t\t<\/div>\n        <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1cdeff2 e-con-full e-flex e-con e-child\" data-id=\"1cdeff2\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-56f0c10 animated-fast elementor-invisible elementor-widget elementor-widget-image\" data-id=\"56f0c10\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;,&quot;_animation_delay&quot;:200,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" loading=\"lazy\" width=\"640\" height=\"426\" src=\"https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/application-letter-3685417_640.jpg?fit=640%2C426&amp;ssl=1\" class=\"attachment-full size-full wp-image-24916\" alt=\"Job Change\" srcset=\"https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/application-letter-3685417_640.jpg?w=640&amp;ssl=1 640w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/application-letter-3685417_640.jpg?resize=300%2C200&amp;ssl=1 300w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9279ded e-flex e-con-boxed e-con e-parent\" data-id=\"9279ded\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-894d9bc e-con-full e-flex e-con e-child\" data-id=\"894d9bc\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-698be0e e-con-full animated-fast e-flex elementor-invisible e-con e-child\" data-id=\"698be0e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeIn&quot;,&quot;animation_delay&quot;:100}\">\n\t\t<div class=\"elementor-element elementor-element-ddb7007 e-con-full e-flex e-con e-child\" data-id=\"ddb7007\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d9d0ea7 animated-fast elementor-invisible elementor-widget elementor-widget-image\" data-id=\"d9d0ea7\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;,&quot;_animation_delay&quot;:200,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" loading=\"lazy\" width=\"640\" height=\"427\" src=\"https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/christmas-wallpaper-2906458_640.jpg?fit=640%2C427&amp;ssl=1\" class=\"attachment-full size-full wp-image-24921\" alt=\"Widow\/Widower support\" srcset=\"https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/christmas-wallpaper-2906458_640.jpg?w=640&amp;ssl=1 640w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/christmas-wallpaper-2906458_640.jpg?resize=300%2C200&amp;ssl=1 300w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e67fd9a e-con-full e-flex e-con e-child\" data-id=\"e67fd9a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8d0e547 animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-heading\" data-id=\"8d0e547\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:100,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-heading.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" ><div class=\"ekit-heading elementskit-section-title-wraper text_left   ekit_heading_tablet-text_left   ekit_heading_mobile-text_left\"><h2 class=\"ekit-heading--title elementskit-section-title \">Widow\/Widower <span>Support<\/span> Plan<\/h2>\t\t\t\t<div class='ekit-heading__description'>\n\t\t\t\t\t<ul>\n<li><span style=\"font-weight: 400\">Designed with compassion. Same as Comprehensive plans as above for guidance during a difficult transition.<\/span><\/li>\n<li>Isaiah 1:17 says<em> Learn to do right; seek justice. Defend the oppressed. Take up the cause of the fatherless; plead the case of the widow.\u00a0<\/em><\/li>\n<li><span style=\"font-weight: 400\">Typical Price $3,000, Discounted Price: $750<\/span><\/li>\n<\/ul>\n<p><\/p>\n\t\t\t\t<\/div>\n\t\t\t<\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-34e54ec elementor-align-left elementor-widget__width-auto animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-button\" data-id=\"34e54ec\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;pulse&quot;,&quot;_animation_delay&quot;:200,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-button.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" >\t\t<div class=\"ekit-btn-wraper\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/angellegacyadvisors.com\/staging\/5239\/contact\/\" class=\"elementskit-btn  whitespace--normal\" id=\"\">\n\t\t\t\t\tBook Consultation\t\t\t\t<\/a>\n\t\t\t\t\t<\/div>\n        <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c16c196 e-flex e-con-boxed e-con e-parent\" data-id=\"c16c196\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-182a516 e-con-full e-flex e-con e-child\" data-id=\"182a516\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-78179d4 e-con-full animated-fast e-flex elementor-invisible e-con e-child\" data-id=\"78179d4\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeIn&quot;,&quot;animation_delay&quot;:100}\">\n\t\t<div class=\"elementor-element elementor-element-b85ba1b e-con-full e-flex e-con e-child\" data-id=\"b85ba1b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d3ac722 animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-heading\" data-id=\"d3ac722\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:100,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-heading.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" ><div class=\"ekit-heading elementskit-section-title-wraper text_left   ekit_heading_tablet-text_left   ekit_heading_mobile-text_left\"><h2 class=\"ekit-heading--title elementskit-section-title \">Getting <span>Started<\/span> Plan<\/h2>\t\t\t\t<div class='ekit-heading__description'>\n\t\t\t\t\t<ul>\n<li>\n<ul>\n<li><span style=\"font-weight: 400\">For young adults or new professionals beginning their financial journey<\/span><\/li>\n<li><span style=\"font-weight: 400\">Budget &amp; saving strategy, getting started with investing, Retirement setup insurance basics<\/span><\/li>\n<li><span style=\"font-weight: 400\">Typical Price: $750\u00a0<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\t\t\t\t<\/div>\n\t\t\t<\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c198cd5 elementor-align-left elementor-widget__width-auto animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-button\" data-id=\"c198cd5\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;pulse&quot;,&quot;_animation_delay&quot;:200,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-button.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" >\t\t<div class=\"ekit-btn-wraper\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/angellegacyadvisors.com\/staging\/5239\/contact\/\" class=\"elementskit-btn  whitespace--normal\" id=\"\">\n\t\t\t\t\tBook Consultation\t\t\t\t<\/a>\n\t\t\t\t\t<\/div>\n        <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-adaaee9 e-con-full e-flex e-con e-child\" data-id=\"adaaee9\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c041089 animated-fast elementor-invisible elementor-widget elementor-widget-image\" data-id=\"c041089\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;,&quot;_animation_delay&quot;:200,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" loading=\"lazy\" width=\"640\" height=\"427\" src=\"https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/concept-1868728_640.jpg?fit=640%2C427&amp;ssl=1\" class=\"attachment-full size-full wp-image-24926\" alt=\"Getting {Started} Plan\" srcset=\"https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/concept-1868728_640.jpg?w=640&amp;ssl=1 640w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/concept-1868728_640.jpg?resize=300%2C200&amp;ssl=1 300w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-cae1617 e-flex e-con-boxed e-con e-parent\" data-id=\"cae1617\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-7fc5f90 e-con-full e-flex e-con e-child\" data-id=\"7fc5f90\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-70cfa58 e-con-full animated-fast e-flex elementor-invisible e-con e-child\" data-id=\"70cfa58\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeIn&quot;,&quot;animation_delay&quot;:100}\">\n\t\t<div class=\"elementor-element elementor-element-2881dc4 e-con-full e-flex e-con e-child\" data-id=\"2881dc4\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-43bdf43 animated-fast elementor-invisible elementor-widget elementor-widget-image\" data-id=\"43bdf43\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;,&quot;_animation_delay&quot;:200,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" loading=\"lazy\" width=\"640\" height=\"453\" src=\"https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/entrepreneur-1340649_640.webp?fit=640%2C453&amp;ssl=1\" class=\"attachment-full size-full wp-image-24935\" alt=\"\" srcset=\"https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/entrepreneur-1340649_640.webp?w=640&amp;ssl=1 640w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/entrepreneur-1340649_640.webp?resize=300%2C212&amp;ssl=1 300w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-54c1b87 e-con-full e-flex e-con e-child\" data-id=\"54c1b87\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2b158c7 animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-heading\" data-id=\"2b158c7\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:100,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-heading.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" ><div class=\"ekit-heading elementskit-section-title-wraper text_left   ekit_heading_tablet-text_left   ekit_heading_mobile-text_left\"><h2 class=\"ekit-heading--title elementskit-section-title \"><span>Business Owner<\/span> &amp; Employer planning<\/h2>\t\t\t\t<div class='ekit-heading__description'>\n\t\t\t\t\t<ul>\n<li><span style=\"font-weight: 400\">Business Owner Wealth Strategy \u2013 holistic plan for business, coordinating personal assets, tax optimization<\/span><\/li>\n<li><span style=\"font-weight: 400\">Solo 401(k) &amp; SEP IRA retirement plans \u2013 for small business owners,\u00a0 freelancers, &amp; contractors<\/span><\/li>\n<li><span style=\"font-weight: 400\">Exit &amp; Succession Planning \u2013 planning for eventual business sale or retirement<\/span><\/li>\n<li><span style=\"font-weight: 400\">(Coming soon) 401(k) Setup + Ongoing Administration \u2013 includes TPA coordination, employee education<\/span><\/li>\n<li><span style=\"font-weight: 400\">(Coming soon) - Financial Wellness program for Employees<\/span><\/li>\n<li>Inquire on Pricing, dependent on complexity<\/li>\n<\/ul>\n<p><\/p>\n\t\t\t\t<\/div>\n\t\t\t<\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bfbfed8 elementor-align-left elementor-widget__width-auto animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-button\" data-id=\"bfbfed8\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;pulse&quot;,&quot;_animation_delay&quot;:200,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-button.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" >\t\t<div class=\"ekit-btn-wraper\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/angellegacyadvisors.com\/staging\/5239\/contact\/\" class=\"elementskit-btn  whitespace--normal\" id=\"\">\n\t\t\t\t\tBook Consultation\t\t\t\t<\/a>\n\t\t\t\t\t<\/div>\n        <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e528bfe e-flex e-con-boxed e-con e-parent\" data-id=\"e528bfe\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-66120db e-con-full e-flex e-con e-child\" data-id=\"66120db\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b9fc5fa elementor-widget elementor-widget-heading\" data-id=\"b9fc5fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">In practical terms, what do we do for clients? <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b52f46d elementor-widget elementor-widget-text-editor\" data-id=\"b52f46d\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Here\u2019s a full list of our services and topics we might be able to assist you with.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9475a33 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"9475a33\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/angellegacyadvisors.pdf\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Full List of Services<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>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\u2014guidance to help you build with confidence. Retirement Roadmap Comprehensive Plan [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"nf_dc_page":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-23455","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Plans and Pricing - angellegacyadvisors.com<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/angellegacyadvisors.com\/staging\/5239\/plans-and-pricing\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Plans and Pricing - angellegacyadvisors.com\" \/>\n<meta property=\"og:description\" content=\"Rooted in Wisdom. 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