RoundAngle Vision

How do you envision your retirement? What do you want to accomplish in life? Will you be able to leave a lasting legacy to your loved ones? At RoundAngle Advisors, we understand that money isn’t the end objective; rather, it’s what you can achieve with your hard-earned wealth. Each financial goal comes with a price tag and financial planning can help you determine which objectives to prioritize and how to accomplish them. Our goal is to help you create meaning and purpose with your wealth by providing comprehensive and customized financial strategies.

At RoundAngle Advisors, we have developed a financial planning process we call RoundAngle Vision. Utilizing advanced technology and a holistic approach, we craft a comprehensive financial plan that addresses 360° of your financial picture and coordinates all of your assets. Depending on your specific needs, we develop a financial plan that may incorporate:

• Investment Management
• Retirement Planning
• Retirement Plan Benefits Optimization
• Estate Planning
• Business Succession Planning
• Education Planning
• Tax Strategies
• Insurance/Risk Management (Life, Long-Term Care, and Disability)
• Social Security Optimization Strategies

Our goal is to help you organize your financial life and ensure your multiple strategies cohesively work together. We can help you start on a clear path as you build, protect, and preserve your assets and pursue your financial goals. Let us help design the most effective plan for you, your family, and your business.