Angel Mendez - Financial Planner

Introduction: Our team has over 30 years of experience helping individuals align their goals with their finances. I work alongside a CERTIFIED FINANCIAL PLANNER™ and CPA to ensure we create the financial plan that suits you best. Our comprehensive financial planning services include: • Tax Planning: Our team will assist you in developing strategies to minimize your tax liabilities and maximize your returns, keeping you informed of any changes in tax laws that may affect you. • Retirement Planning: We work with you to design a retirement plan that secures your future, considering your desired lifestyle, savings, and investment strategies. • Budget and Cash Flow Management: We help you create and maintain a budget that aligns with your financial goals to have a clear understanding of your cash flow. • Insurance Analysis: Our risk management services aim to identify potential financial risks and implement strategies to mitigate them, protecting your assets and investments. • Investment Planning: Our investment planning services are designed to help you build and manage a diversified portfolio that aligns with your risk tolerance and financial goals. • Roth Conversions: We offer guidance on Roth conversions, helping you understand the benefits and implications of pre-tax and after-tax qualified accounts. • Estate Planning: We assist you in reviewing your estate plan to ensure your assets are distributed according to your wishes, and your loved ones are taken care of.