Financial and estate planning is not a do-it-yourself project. You need hands-on service, support and objective advice.

Transcription

1 Financial and estate planning is not a do-it-yourself project. You need hands-on service, support and objective advice. Barjes Angulo, Angulo Strategies

2 Coming together is a beginning; Keeping together is progress; Working together is success. ~Henry Ford

3 OUR FIRM At Angulo Strategies, we enjoy helping create financial order for our clients by providing clarity, options, and guidance. This is done by integrating your financial plans, insurance and investment products so the best possible financial decisions can be made. We maintain affiliations with highly respected and successful professionals so we may continue to deliver objective advice with trust, transparency and experience. I think of myself as a personal chief financial officer to each of my clients. At Angulo Strategies, we specialize in financial and estate planning, providing a fresh perspective on choosing the financial products and services that are right for you and your family. Whether you are an individual, part of a family or a business owner, we work hand-in-hand with you to formulate a goal-driven plan. With the aid of a financial data-gathering platform, and often collaborating with your other trusted advisors, such as attorneys and CPAs, we can provide holistic advice and tailored solutions that address your complete financial picture. We strive to simplify your life by bringing the resources, information and guidance you need to help accomplish your financial objectives.

4 OUR PROCESS When assisting our clients with planning their financial future, we follow a simple 5-point process to help ensure that each individual client has his or her goals met in the most effective way possible. This process includes preparation, implementation and follow up as seen in the points below... OUR FIVE FOCAL POINTS Clarification: The first step in our client-advisor relationship involves getting to know each other and identifying the client s goals. Organization: We believe that if a plan is not properly organized, then its chances of success are put at great risk. For this reason, we make sure all of our client s accounts, documents, and flow of money are coordinated through the use of our Wealth Management Solution process. Reporting: In order to understand where you are going, we need to understand where you currently are. To do so, our advisors look at reports, allocations, statements and reviews to help us to grasp a better understanding of your current finances so we can create a plan that best meets your needs. Implementation: At this point in the process, we are ready to take action and get things done, whatever they may be. Oversight: Working with us means that the simple implementation of a plan is not the end. We continually monitor and revise your plan as necessary dependent on changing goals and objectives as well as major life events.

5 OUR SERVICES At Angulo Strategies, we assist professionals, families and business owners with focused financial planning services: SIMPLIFY FINANCES Investment & savings Home & assets Business succession TAX REDUCTION STRATEGIES Harvesting Asset Location Stock options ASSET PROTECTION Advanced insurance solutions Buy-sell agreements Defined benefit plans Corporate benefits ASSIST PARENTS Long-term care Generational planning Medical & estate needs FUND EDUCATION Savings Pre-paid tuition Loans/grants/scholarships HELP BENEFICIARIES Designations Trusts & trustees Valuation/projections

6 OUR PARTNERSHIPS As a client of Angulo Strategies, you have unparalled access to: Advanced Market Support Service 2 Wealth Management Life Insurance Long-Term Care Insurance Retirement Planning NYLIFE Securities Full-Service Broker/Dealer Insurance Brokerage 1 (Third Party Resource) 1 Ash Brokerage is a privately owned family-operated insurance brokerage general agency. Ash provides us with a variety of products and support for life insurance, long-term care, disability income, and annuities. Our relationship with Ash supports our mission to provide our clients with objective solutions to suit their individual needs. 2 The Nautilus Group is a service of New York Life Insurance Company. Barjes Angulo is a Member Agent of The Nautilus Group.

7 OUR RESOURCES Understanding what s important to you is essential. And our relationship with you begins right there. We have learned that typically, most people have gaps between where they are and where they want to be in their planning. Through our process, designed to collaborate with all of your professional advisors, we identify goals and analyze potential gaps, and build a plan to close those gaps. The Nautilus Group As a member agent of The Nautilus Group, a service of New York Life Insurance Company, Barjes works with an exclusive, nationwide resource reserved for our high net worth and business owner clients, which enables us to fully grasp your entire financial picture, including key areas such as family protection, estate and legacy planning, charitable giving, executive benefits, business succession and exit planning. Barjes Angulo works hand-in-hand with you, your other advisers, and with Nautilus strategists experienced in estate and business law, taxation, insurance, finance, accounting, and philanthropy to provide a wide range of consultative services and technical case design. It s a relationship dedicated to smart thinking, sound recommendations, and true financial expertise in virtually every area that affects your wealth. Eagle Strategies LLC Angulo Strategies gives you access to some of the most respected and experienced investment managers in the industry through Barjes Angulo s financial adviser affiliation with Eagle Strategies. The Eagle team of more than 70 credentialed professionals utilizes a sophisticated wealth management platform to create customized investment and planning solutions that are designed to build and preserve your wealth. Through Eagle Strategies investment advisory and financial planning capabilities, your wealth journey benefits from a proven process designed to work for you every step of the way. New York Life Insurance Company Barjes Angulo is proud to be an agent of New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds.

8 OUR TEAM BARJES R. ANGULO, LUTCF, RICP I have owned Angulo Strategies for since 2001 and have been in the financial services industry for In my experience, every trusted client relationship stems from getting to know clients values, as well as the importance of family and professional development. These discussions provide me with greater insight of my client and better allow me to help them reach their financial goals. In fact, I often think of myself as a personal chief financial officer to each one of my clients. Whether I m helping individuals, families or business owners, I strive to simplify my clients lives by bringing them the resources, information and advice they need to accomplish their financial objectives. Doing so often includes collaborating with their other trusted professionals, such as attorneys and CPAs. By engaging all parties, I am able to grasp a better sense of the client s whole financial picture and can offer tailored solutions for helping achieve their goals. To me, there s nothing more satisfying. While simultaneously working on my career and attending college, I learned the value of time management and hard work. I graduated from Pace University with my B.A. in finance and then I focused my attention on continually expanding my education and working towards a fulfilling career. When I m not helping clients reach their financial goals, I like to work on my own goals, both professionally and personally. These include pursuing continued education in insurance and financial services, completing obstacle races and training in mixed martial arts, specifically Brazilian Jiu-Jitsu. Barjes Angulo offers securities products and services as a Registered Representative through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. *MDRT is recognzied throughout the industry as the standard of excellence for life insurance sales performance.

9 OUR TEAM KATHERINE FERNANDEZ As the Director of Client Relations, I have the opportunity to regularly interact with our clients. Not only do I work to anticipate their needs, but I also look to build strong relationships with each client. Getting to know them and taking care of them is one of the most rewarding parts of my job. I take great satisfaction in helping Barjes simplify clients lives by bringing them the resources and information they need to accomplish their financial objectives. Being fluent in Spanish, I also take pride in working in a bilingual office, helping clients in the Hispanic community achieve their financial goals. Before joining Angulo Strategies in 2013, I was an agent at New York Life, helping people with their insurance and long term care needs. Previously, I worked in residential sales and rentals in New York. My passion for helping people extends beyond my professional career. I have donated my hair multiple times to Locks of Love to help children affected by cancer. I m also passionate about traveling to new places and training in mixed martial arts. I hold an Associate s degree from the Wood Tobé-Coburn School, and am involved with the Red Shoe Movement. In my free time, I love spending time with my pitbull Wrinkles. We often go down to the doggy beach and go swimming in the summer. GIOVANNI CLASSEN I am the Office Assistant at Angulo Strategies. I perform a variety of tasks to help Barjes and Katherine be as efficient as possible and to ensure that our clients needs are met and expectations are exceeded. Currently, I am working on a Bachelor s degree in Financial Services at Berkeley College. My goal is to continue my education so that I can better serve the needs of the company and our clients. I am a proud father of a young son, and I enjoy spending time with him, reading, experiencing nature, and writing uplifting music.

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11 CONTACT US Phone: (646) Barjes Angulo (646) Katherine Fernandez (646) Giovanni Classen (646) OUR LOCATIONS: Main Office 420 Lexington Ave., 15th Floor New York, NY Satellite Office th Street Fresh Meadows, NY By Appointment Only

12 Barjes R. Angulo, Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Angulo Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.neither The Nautilus Group, nor its Member Agents, offer legal, tax or accounting advice. Consult your own legal, tax or accounting professionals before making any decisions.