{"id":23918,"date":"2023-12-19T12:57:23","date_gmt":"2023-12-19T12:57:23","guid":{"rendered":"https:\/\/finpath.keydesign.xyz\/crypto-ai-assistant\/?page_id=23918"},"modified":"2025-09-09T22:10:45","modified_gmt":"2025-09-09T22:10:45","slug":"home-crypto-ai-assistant","status":"publish","type":"page","link":"https:\/\/angellegacyadvisors.com\/staging\/5239\/","title":{"rendered":"Main Home"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"23918\" class=\"elementor elementor-23918\">\n\t\t\t\t<div class=\"elementor-element elementor-element-95141da hero-section e-con-full e-flex e-con e-parent\" data-id=\"95141da\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-5e2ae27 e-con-full e-flex e-con e-child\" data-id=\"5e2ae27\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-365daf3 e-con-full e-flex e-con e-child\" data-id=\"365daf3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a6c8c79 animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-heading\" data-id=\"a6c8c79\" 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 \">Wealth with Wisdom. Legacy with Purpose<\/h1><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-262f876 e-con-full e-flex e-con e-child\" data-id=\"262f876\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-547f0ba animated-fast elementor-align-center elementor-invisible elementor-widget elementor-widget-elementskit-button\" data-id=\"547f0ba\" 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\/pricing\/\" class=\"elementskit-btn  whitespace--normal\" id=\"\">\n\t\t\t\t\tGet started\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-52a5225 e-con-full e-flex e-con e-child\" data-id=\"52a5225\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3f55162 e-flex e-con-boxed e-con e-parent\" data-id=\"3f55162\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d5676fb elementor-widget elementor-widget-text-editor\" data-id=\"d5676fb\" 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 style=\"text-align: center;\"><span style=\"color: #000000;font-size:16px;\">You\u2019ve worked hard to build something meaningful\u2014your career, your wealth, your family\u2019s future.\u00a0 I can help you protect, grow, and use it wisely.\u00a0 At Angel Legacy Advisors, you\u2019ll find thoughtful, biblically grounded planning built on clarity, generosity, and long-term peace.<\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"color: #000000;font-size:16px;\">With over 15 years of experience giving financial advice, I offer steady, personal guidance for people who want their money to serve a greater purpose.<\/span><\/p>\t\t\t\t\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-e158b25 e-flex e-con-boxed e-con e-parent\" data-id=\"e158b25\" 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-30413ec e-con-full e-flex e-con e-child\" data-id=\"30413ec\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-b829875 e-flex e-con-boxed e-con e-child\" data-id=\"b829875\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-6893e5b e-con-full animated-fast e-flex elementor-invisible e-con e-child\" data-id=\"6893e5b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:200}\">\n\t\t<div class=\"elementor-element elementor-element-341ee3c e-con-full e-flex e-con e-child\" data-id=\"341ee3c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-efd8613 animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-heading\" data-id=\"efd8613\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation_delay&quot;:100,&quot;_animation&quot;:&quot;fadeIn&quot;,&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-   ekit_heading_mobile-text_left\"><h4 class=\"ekit-heading--title elementskit-section-title \">Retirement <span><span>Planning<\/span><\/span><\/h4>\t\t\t\t<div class='ekit-heading__description'>\n\t\t\t\t\t<ul>\n<li><span style=\"font-weight: 400\">For those nearing or entering retirement who want clarity, income confidence, and long-term peace.<\/span><\/li>\n<\/ul>\n<ul>\n<li><i><span style=\"font-weight: 400\">Includes: Retirement roadmap, social security strategy, tax optimization, and investment planning<\/span><\/i><\/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>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-39e7d72 e-con-full animated-fast e-flex elementor-invisible e-con e-child\" data-id=\"39e7d72\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:200}\">\n\t\t<div class=\"elementor-element elementor-element-fd23fc5 e-con-full e-flex e-con e-child\" data-id=\"fd23fc5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-38ff2bc animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-heading\" data-id=\"38ff2bc\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation_delay&quot;:100,&quot;_animation&quot;:&quot;fadeIn&quot;,&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-   ekit_heading_mobile-text_left\"><h4 class=\"ekit-heading--title elementskit-section-title \">Midlife <span><span>Wealth<\/span><\/span> Building<\/h4>\t\t\t\t<div class='ekit-heading__description'>\n\t\t\t\t\t<ul>\n<li><span style=\"font-weight: 400\">Clarity &amp; Confidence in Midlife<\/span><\/li>\n<li><span style=\"font-weight: 400\">For those in their 40s and 50s who are doing well\u2014but want to go from \u201cpretty good\u201d to deeply confident about the future.<\/span><\/li>\n<\/ul>\n<ul>\n<li><em>Includes: Savings recomendations, modeling retirement, consolidating assets all into one meaninful picture<\/em><\/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>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-cf4c37a e-con-full animated-fast e-flex elementor-invisible e-con e-child\" data-id=\"cf4c37a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:200}\">\n\t\t<div class=\"elementor-element elementor-element-d2674ae e-con-full e-flex e-con e-child\" data-id=\"d2674ae\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-94463e3 animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-heading\" data-id=\"94463e3\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation_delay&quot;:100,&quot;_animation&quot;:&quot;fadeIn&quot;,&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-   ekit_heading_mobile-text_left\"><h4 class=\"ekit-heading--title elementskit-section-title \">Tax,  <span><span>Strategies <\/span><\/span> &amp; Generosity <\/h4>\t\t\t\t<div class='ekit-heading__description'>\n\t\t\t\t\t<ul>\n<li>Turn your values into action with strategies that maximize your impact and steward wealth across generations.<\/span><\/li>\n<\/li>\n<li>Includes: <em>Donor Giving strategies, Tax Planning, Estate Planning<\/em><\/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>\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\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3818ea3 e-con-full e-flex e-con e-parent\" data-id=\"3818ea3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e6da598 elementor-widget-mobile__width-initial elementor-widget elementor-widget-heading\" data-id=\"e6da598\" 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<h5 class=\"elementor-heading-title elementor-size-default\">By the grace God has given me, I laid a foundation as a wise builder, and someone else is building on it. But each one should build with care. <br>1st Corinthians 3:10<\/h5>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-528fd32 e-con-full e-flex e-con e-parent\" data-id=\"528fd32\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-7cf47f8 e-con-full e-flex e-con e-child\" data-id=\"7cf47f8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2dd5c13 elementor-widget elementor-widget-image\" data-id=\"2dd5c13\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&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=\"225\" height=\"300\" src=\"https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/07\/Matthew-Profile-pic-scaled.webp?fit=225%2C300&amp;ssl=1\" class=\"attachment-medium size-medium wp-image-26\" alt=\"\" srcset=\"https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/07\/Matthew-Profile-pic-scaled.webp?w=1920&amp;ssl=1 1920w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/07\/Matthew-Profile-pic-scaled.webp?resize=225%2C300&amp;ssl=1 225w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/07\/Matthew-Profile-pic-scaled.webp?resize=768%2C1024&amp;ssl=1 768w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/07\/Matthew-Profile-pic-scaled.webp?resize=1152%2C1536&amp;ssl=1 1152w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/07\/Matthew-Profile-pic-scaled.webp?resize=1536%2C2048&amp;ssl=1 1536w\" sizes=\"auto, (max-width: 225px) 100vw, 225px\" \/>\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-19234c6 e-con-full e-flex e-con e-child\" data-id=\"19234c6\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1f2f42a elementor-widget elementor-widget-text-editor\" data-id=\"1f2f42a\" 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<h3>Welcome<\/h3>\n<span style=\"color: #000000; font-size: 16px;\">I\u2019m Matthew Angel.<\/span>\n\n<span style=\"color: #000000; font-size: 16px;\">I started Angel Legacy Advisors to offer something different: financial guidance that\u2019s personal, principled, and rooted in wisdom. After 15 years in the industry, I wanted to build a firm where families, retirees, and professionals could get clear, thoughtful planning that aligns with what really matters.<\/span>\n<br><br>\n<span style=\"color: #000000; font-size: 16px;\">I love working with people, helping them chart out their current situation and plot a path forward.\u00a0 I&#8217;ll always look to provide honest guidance, biblical perspective, and a trusted voice to help you navigate the financial decisions that shape your life and legacy.<\/span>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-407908f e-flex e-con-boxed e-con e-parent\" data-id=\"407908f\" 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-dda44f9 e-con-full e-flex e-con e-child\" data-id=\"dda44f9\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-81dba23 animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-heading\" data-id=\"81dba23\" 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_left\"><h2 class=\"ekit-heading--title elementskit-section-title \"><span><span>Get started<\/span><\/span><\/h2><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8036cb5 elementor-widget elementor-widget-text-editor\" data-id=\"8036cb5\" 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 style=\"text-align: center;\"><span style=\"font-weight: 400; color: #ffffff; font-size: 16px;\">Ready to take charge of your financial future? The first step is an initial discussion with me &#8211; we\u2019ll have a friendly discussion about your high level goals, get to know one another, and begin crafting a tailored plan just for you<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fcda69e elementor-widget elementor-widget-button\" data-id=\"fcda69e\" 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:\/\/calendly.com\/angellegacyadvisors\/intro_call\">\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\">Schedule <\/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\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-06e3343 e-flex e-con-boxed e-con e-parent\" data-id=\"06e3343\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-62ff28d e-con-full e-flex e-con e-child\" data-id=\"62ff28d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-788c81f animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-heading\" data-id=\"788c81f\" 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-   ekit_heading_mobile-text_left\"><h3 class=\"ekit-heading--title elementskit-section-title \">Not Quite ready to  <span><span>Chat?<\/span><\/span><\/h3><h4 class=\"ekit-heading--subtitle elementskit-section-subtitle  \">\n\t\t\t\t\t\t Let\u2019s Still Stay Connected.\n\t\t\t\t\t<\/h4>\t\t\t\t<div class='ekit-heading__description'>\n\t\t\t\t\t<p>If you're not ready to schedule a conversation just yet, no problem. Share your email and I\u2019ll send you a few short messages to help you learn more about Angel Legacy Advisors and the kind of planning I offer\u2014rooted in clarity, purpose, and biblical wisdom.<br \/>\n<br \/>\nYou\u2019ll also get the <strong>Wealth &amp; Wisdom Newsletter\u00a0<\/strong>each month with practical guidance to help you make more confident financial decisions.<\/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<div class=\"elementor-element elementor-element-e493690 e-con-full e-flex e-con e-child\" data-id=\"e493690\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1b384b2 elementor-widget elementor-widget-html\" data-id=\"1b384b2\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"html.default\">\n\t\t\t\t\t<div id=\"mc_embed_shell\">\n      <link href=\"\/\/cdn-images.mailchimp.com\/embedcode\/classic-061523.css\" rel=\"stylesheet\" type=\"text\/css\">\n  <style type=\"text\/css\">\n        #mc_embed_signup{background:#fff; 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Open links with Enter or Space, close with Escape, and navigate with Arrow Keys\">\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1920\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"1\" tabindex=\"0\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1920\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> What will I be doing when working with a financial advisor? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1920\" class=\"elementor-element elementor-element-a29cf8d e-con-full e-flex e-con e-child\" data-id=\"a29cf8d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9ab3093 elementor-widget elementor-widget-text-editor\" data-id=\"9ab3093\" 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<ul><li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">You\u2019ll have a series of <a href=\"https:\/\/angellegacyadvisors.com\/staging\/5239\/pricing\/\">meetings or calls<\/a>, where we\u2019ll ask questions and listen to understand your situation.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">My job is to learn what matters most to you, help you organize the big picture, catch blind spots, and make wise decisions \u2014so you feel peace about your path forward.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">You don\u2019t need to be a finance expert. I\u2019ll help you build clarity, one conversation at a time.<\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1921\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"2\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1921\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> I'm not super religious - Why should I hire a Christian Advisor? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1921\" class=\"elementor-element elementor-element-42d720b e-con-full e-flex e-con e-child\" data-id=\"42d720b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8871f59 elementor-widget elementor-widget-text-editor\" data-id=\"8871f59\" 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<ul><li><span style=\"font-weight: 400;\">Great question. I work with people from all backgrounds\u2014no sermon, no pressure. My Christian faith shapes how I serve: with integrity, humility, and a commitment to long-term stewardship of your financial life. <\/span><\/li><li><span style=\"font-weight: 400;\">I do believe in using time tested principles and strategies for building wealth, many of which have been around for 2,000 years or longer.<\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1922\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"3\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1922\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\">  I don't have a lot of investments - how much money do I need to get started or get value from planning? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1922\" class=\"elementor-element elementor-element-f971fc3 e-con-full e-flex e-con e-child\" data-id=\"f971fc3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a4df0dc elementor-widget elementor-widget-text-editor\" data-id=\"a4df0dc\" 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<ul><li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">You don\u2019t need a fortune to make progress\u2014just a desire to be intentional.<br \/>Many mid-career clients may have between $100k and $500k in investments.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"3\">Retirees and Higher-net-worth clients holding $1M to 5M or more in investments will likely benefit even more from planning, because the complexity\u2014and the cost of missteps \u2014increases as you build wealth.<\/li><li style=\"font-weight: 400;\" aria-level=\"2\">If you are just getting started investing, whether it\u2019s retirement, a goal for a major purchase, or saving for kids\u2019 futures, I\u2019m here to help.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1923\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"4\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1923\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> How will my money be invested? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1923\" class=\"elementor-element elementor-element-34db012 e-flex e-con-boxed e-con e-child\" data-id=\"34db012\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-747ffc8 elementor-widget elementor-widget-text-editor\" data-id=\"747ffc8\" 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<ul><li style=\"list-style-type: none;\"><ul><li style=\"font-weight: 400;\" aria-level=\"2\">I take a steady, goal-based approach to investing\u2014focused on building long-term wealth without the noise or gimmicks. Most client portfolios are made up of low-cost ETFs, mutual funds, and sometimes individual stocks, carefully selected to match your goals, timeline, and risk tolerance.<\/li><li style=\"font-weight: 400;\" aria-level=\"2\">As your advisor, I have discretion to manage your portfolio within a range we agree on. For example, if your target mix is 60% stocks and 40% bonds, I might adjust that mix \u2014say to 50% or 70% stocks\u2014based on market shifts or interest rate changes. This allows me to respond thoughtfully to opportunities when a change is warranted.<\/li><\/ul><\/li><\/ul><p>I also monitor for portfolio drift over time\u2014when your mix slowly changes as markets move\u2014and rebalance to keep you on track. And when appropriate, I use tax loss or gain harvesting strategies to help reduce your tax bill or make use of lower tax brackets.<\/p><ul><li style=\"font-weight: 400;\" aria-level=\"2\">This may sound complex now, but I\u2019ll walk you through it all clearly during your investment-specific planning meeting. My goal is to help you feel confident about what you own and why\u2014without the jargon or confusion.<\/li><\/ul><p>\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1924\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"5\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1924\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> I've made a few mistakes with my finances - do you want to work with me? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1924\" class=\"elementor-element elementor-element-f9a35a8 e-flex e-con-boxed e-con e-child\" data-id=\"f9a35a8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-fdce737 elementor-widget elementor-widget-text-editor\" data-id=\"fdce737\" 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<ul><li><span style=\"font-weight: 400;\">Absolutely. Financial regret is more common than you think\u2014and it\u2019s never disqualifying. I\u2019ve known folks who bought the Harley before paying taxes, cashed out the 401(k) for a business idea that didn\u2019t float, or avoided their finances until it hurt. <\/span><\/li><li><span style=\"font-weight: 400;\">We\u2019ve all got money moments we\u2019d rather forget. What matters is that you\u2019re ready to move forward.<br \/>Honestly, the hardest part is just showing up. It\u2019s like stepping on the scale after a while\u2014you brace for the number, but what matters is that you look&#8230; and start. My goal is that for you leave our first meeting feeling relieved, even hopeful\u2014because they finally know where they stand.<\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e0ac9b3 elementor-widget elementor-widget-n-accordion\" data-id=\"e0ac9b3\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;default_state&quot;:&quot;all_collapsed&quot;,&quot;max_items_expended&quot;:&quot;one&quot;,&quot;n_accordion_animation_duration&quot;:{&quot;unit&quot;:&quot;ms&quot;,&quot;size&quot;:400,&quot;sizes&quot;:[]},&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"nested-accordion.default\">\n\t\t\t\t\t\t\t<div class=\"e-n-accordion\" aria-label=\"Accordion. Open links with Enter or Space, close with Escape, and navigate with Arrow Keys\">\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-2350\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"1\" tabindex=\"0\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-2350\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> How much Does it cost? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-2350\" class=\"elementor-element elementor-element-71b7c42 e-con-full e-flex e-con e-child\" data-id=\"71b7c42\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bf72ca5 elementor-widget elementor-widget-text-editor\" data-id=\"bf72ca5\" 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<ul><li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Most clients pay a fee based on the assets I manage for them. My standard advisory fee starts at <\/span><b>1.25%<\/b><span style=\"font-weight: 400;\"> and decreases for larger portfolios. This fee is deducted directly from your investment account\u2014so you\u2019re not writing checks or getting invoices. As your portfolio grows, my compensation adjusts, keeping our interests aligned.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">I&#8217;m a <\/span><b>fee-only advisor<\/b><span style=\"font-weight: 400;\">, which means I don\u2019t earn commissions or kickbacks on the investments or other financial products I recommend to make your plan work. I work for you\u2014not for a brokerage or large financial services company.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">For clients not looking for ongoing investment management, I also offer <\/span><b>flat-fee planning packages<\/b><span style=\"font-weight: 400;\">, with one-time costs ranging from <\/span><b>$750 to $3,000<\/b><span style=\"font-weight: 400;\">, depending on your situation. You\u2019ll know exactly what you\u2019re paying before we begin\u2014no surprises, no hidden percentages.<\/span><\/li><\/ul><p><span style=\"font-weight: 400;\">\u00a0View current pricing and planning packages<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-2351\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"2\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-2351\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> What am I really paying for? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-2351\" class=\"elementor-element elementor-element-a15ac0d e-con-full e-flex e-con e-child\" data-id=\"a15ac0d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-245b467 elementor-widget elementor-widget-text-editor\" data-id=\"245b467\" 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<ul><li style=\"list-style-type: none;\"><ul><li>You\u2019re paying for clarity, strategy, and guidance that fits your life. I\u2019m here to help you make wise decisions and avoid costly mistakes, including the mistakes of inaction you may not know about. Typical clients may save money on taxes, better understand their social security, medicare, and other pension benefits, and spend their wealth with more confidence. We also help you understand your estate plan, making sure accounts are titled correctly, that what you\u2019ve worked hard to accumulate is a blessing to the next generation. I also help people give to their family and charities with confidence, guiding you through more complex strategies to pass wealth to great causes.<\/li><li>Bonus Insight: A well-aligned advisor may help improve financial outcomes by up to 3% per year, according to a <a href=\"https:\/\/www.vanguardsouthamerica.com\/content\/dam\/intl\/americas\/documents\/latam\/en\/2025\/03\/celebrating-vanguard-advisors-alpha.pdf\">Vanguard study on Advisor<\/a> outcomes. But beyond numbers, you gain peace, accountability, and a second set of eyes on everything that matters.<\/li><\/ul><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-2352\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"3\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-2352\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> What are some common topics most people need help with? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-2352\" class=\"elementor-element elementor-element-a36ece4 e-con-full e-flex e-con e-child\" data-id=\"a36ece4\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-34f1796 elementor-widget elementor-widget-text-editor\" data-id=\"34f1796\" 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<ul><li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Most people have pieces of their financial life in place\u2014but no clear picture bringing it all together. I often help clients:<\/span><ul><li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Plan for retirement income<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Make sense of job changes or business transitions<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Navigate charitable giving and estate questions<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Coordinate insurance, taxes, and investments into one strategy<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Select and Manage investments over time to reach your goals<\/span><\/li><\/ul><\/li><li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Even if you\u2019ve done a lot already, we\u2019ll sharpen and align what you have.<\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-2353\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"4\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-2353\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Is my Money Secure? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-2353\" class=\"elementor-element elementor-element-0638d12 e-flex e-con-boxed e-con e-child\" data-id=\"0638d12\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-11acbc4 elementor-widget elementor-widget-text-editor\" data-id=\"11acbc4\" 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<ul><li style=\"list-style-type: none;\"><ul><li>Yes. Your investments are held safely by a third-party custodian, not by me.<\/li><\/ul><\/li><\/ul><ul><li style=\"list-style-type: none;\"><ul><li style=\"list-style-type: none;\"><ul><li>I work with <a href=\"https:\/\/altruist.com\/strength-stability-and-protection\/\">Altruist<\/a>\u2014a modern, transparent platform built specifically for independent advisors. They handle trade execution, reporting, and custody, while I serve as your planner and advisor.<\/li><li><a href=\"https:\/\/altruistllc.showpad.com\/share\/lD7UEvY81WX6VgKj2qdZ8\">Altruist Brochure<\/a> (best resource)<\/li><\/ul><\/li><\/ul><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-2354\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"5\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-2354\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> What am I getting myself into working with you, really? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-2354\" class=\"elementor-element elementor-element-ab51fb7 e-flex e-con-boxed e-con e-child\" data-id=\"ab51fb7\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0162af7 elementor-widget elementor-widget-text-editor\" data-id=\"0162af7\" 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<ul><li>Most clients pay a fee based on the assets I manage for them. My standard advisory fee starts at 1.25% and decreases for larger portfolios. This fee is deducted directly from your investment account\u2014so you\u2019re not writing checks or getting invoices.<\/li><li>I\u2019m a fee-only advisor, which means I don\u2019t earn commissions or kickbacks on the investments or other financial products I recommend to make your plan work.<\/li><li>I work for you\u2014not for a brokerage or large financial services company.<br \/>For clients not looking for ongoing investment management, I also offer flat-fee planning packages, with one-time costs ranging from $750 to $3,000, depending on your situation.<\/li><li>You\u2019ll know exactly what you\u2019re paying before we begin\u2014no surprises, no hidden percentages.<\/li><li>View current <a href=\"https:\/\/angellegacyadvisors.com\/staging\/5239\/features\/\">pricing and planning<\/a> packages<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\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>Wealth with Wisdom. Legacy with Purpose Get started You\u2019ve worked hard to build something meaningful\u2014your career, your wealth, your family\u2019s future.\u00a0 I can help you protect, grow, and use it wisely.\u00a0 At Angel Legacy Advisors, you\u2019ll find thoughtful, biblically grounded planning built on clarity, generosity, and long-term peace. With over 15 years of experience giving [&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-23918","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>Main Home - 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\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Main Home - angellegacyadvisors.com\" \/>\n<meta property=\"og:description\" content=\"Wealth with Wisdom. Legacy with Purpose Get started You\u2019ve worked hard to build something meaningful\u2014your career, your wealth, your family\u2019s future.\u00a0 I can help you protect, grow, and use it wisely.\u00a0 At Angel Legacy Advisors, you\u2019ll find thoughtful, biblically grounded planning built on clarity, generosity, and long-term peace. 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Legacy with Purpose Get started You\u2019ve worked hard to build something meaningful\u2014your career, your wealth, your family\u2019s future.\u00a0 I can help you protect, grow, and use it wisely.\u00a0 At Angel Legacy Advisors, you\u2019ll find thoughtful, biblically grounded planning built on clarity, generosity, and long-term peace. 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