Welcome to Iacangelo Financial Group

It’s not what you make, it’s what you keep

Iacangelo Financial Group’s focus is on retirement income and tax reduction strategies for today’s active retirees and near-retirees.

Retirement and estate planning is like a puzzle. Sometimes there seem to be missing pieces or parts that just don’t seem to fit. In a world of specialization it’s easy for something to fall through the cracks. Our team approach ensures we bring the best from various disciplines to create one integrated cohesive plan for our clients. Our tax, legal, and investment professionals are all on the same page, devoted to the financial well-being and security of our clients.

We offer more questions than answers. We believe in the client’s ability to come up with the correct answers for themselves if only we ask the right questions. There are no cookie-cutter one size fits all solutions here. Every couple or individual is unique and we tailor our solutions to that uniqueness.


WE'D LOVE TO HEAR FROM YOU!

Ask us any questions you may have, and we'll get in touch with you to help answer them.




Our Mission

To inspire out clients to take a proactive approach to true wealth management through experiencing a real relationship with a financial firm unlike anything they have ever has before; Whereby they receive the best, unbiased counsel and unparalleled client service.

Many fail because of a lack of attention to the small details,
that end up with big consequences.

Many advisors are generalists. We specialize in retirement income and pro-active tax planning for today’s active retirees.
Many advisors focus on rate of return. We focus on reliable, sustainable income streams.
Many advisors sell product or investment services. We offer comprehensive planning.
Many advisors do not offer tax planning. We do. Our motto is “It’s not what you make, it’s what you keep that counts.
Many advisors emphasize risk based investments. We emphasize safety first, growth second.
Many advisors work off a suitability standard. We work off a fiduciary standard.
Many advisors say they have specialists in various disciplines, but there is no coordination. We believe in the team approach and that the whole is greater than the sum of its parts.

Free Resources

Getting Your
Estate in Order

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Social Security
Maximization Report

Picture of Social Security <br/>Maximization Report document Download Report

Your Personal Wealth
Index Report

Picture of Your Personal Wealth<br/>Index Report document Request Report

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