Dining out can be expensive, but one dinner with friends actually saved FishHawk resident Patti Roberts a fortune.
That’s because the topic of financial planning came up and her friend, Nancy Spooner, spoke highly of Howie and Mitchell Angeloni at Angeloni Tax Advisory Group. What Spooner didn’t know was that Roberts and her husband were about to retire and were facing the daunting task of electing how to withdraw their company pension distributions.
“I hadn’t told anyone that we were struggling to select the best pension option for us and it was like a sign when she mentioned the company that could help us with that decision,” said Roberts
She and her husband met with the father/son team, who walked them through their options and which one best suited their situation.
“I love how they explained everything in language that made it easy for someone without a financial background to understand and also I really felt like they had our best interest at heart,” she said.
The Angelonis together have their best interests at heart. As a fiduciary, Howie is required to always place his clients’ interests above his own. Each client receives a detailed review of their overall financial situation.
Have enough saved for retirement needs and goals? Need help understanding recent changes to couples’ Social Security claiming strategies? Have sufficient life insurance coverage? Howie and Mitchell walk their clients through each aspect of their financial plan.
The go-to company for a TripTik to help map out a long road trip is AAA. Angeloni Tax Advisory Group is like the AAA of the finance world as it maps out its clients’ retirement journeys, helping them avoid the pitfalls and dangers that can threaten a comfortable retirement.
“Most of my clients only retire once, but I’ve been helping clients retire successfully for 16 years,” said Howie.
Located at 11938 Balm Riverview Rd. in Riverview, Angeloni Tax Advisory Group’s services include asset management, estate and financial planning, investment management, life insurance, retirement financial planning and tax preparation. From pre-retirement through retirement to full estate and tax planning, it can resolve and/or plan around almost any financial, insurance or estate tax issue that may be on the horizon.
Its office hours are Monday to Friday from 9 a.m. to 5 p.m., or by appointment.
For more information, visit www.angelonitax.com or call 813-626-7575 to schedule a free consultation.