Financial and estate planning is not a do-it-yourself project. You need hands-on service, support, and objective advice. Barjes Angulo, Angulo Strategies
What is a legacy? It s planting seeds in a garden you never get to see. ~Hamilton, The World Was Wide Enough
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. 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 a business owner, professional, or part of a family, 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 (e.g. 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.
OUR FOCUS 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. Organization Implementation OUR FIVE FOCAL POINTS Clarification: The first step in our client-advisor relationship involves getting to know each other and identifying your 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 your 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, we have a carefully thought-out process in which we learn to understand 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. Accountability: 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.
OUR PROCESS Intro Call or Meeting Discovery Meeting Reapproach Meeting Financial Plan Client Single Need Client Personal Financial Planning AND/OR Business Financial Planning Perform a Needs Analysis Estate Planning with Attorney (if needed) Engage CPA Recommendation Made Implementation
OUR PARTNERSHIPS As a client of Angulo Strategies, you have unparalled access to: Advanced Market Support Service 2 Estate Planning Wealth Management Financial Planning Life Insurance Long-Term Care Insurance Retirement Planning NYLIFE Securities Full-Service Broker/Dealer Mutual Funds 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.
BARJES R. ANGULO, LUTCF, RICP, LACP I have owned Angulo Strategies since 2001 and have been in the financial services industry since 1997. 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 via the American College and the Eagle Flight Crew Study Group, completing obstacle races, and training in mixed martial arts. I am a student of Brazilian jiu-jitsu and have achieved purple belt status. I currently live in Harlem, NY and enjoy being involved in the community and being a devoted family man to my wife, Katherine, and two children. 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. WRINKLES OUR TEAM I am the Mood Equalizer at Angulo Strategies. While I don t have any official duties when I m at the home office, I strive each day to make sure that my humans are staying happy. I m good at getting everyone outside on a beautiful day to go for a walk, and napping when I m not being adored. When I m not at the home office, I m spending time with my humans at the doggie park and swimming in the summertime.
OUR TEAM KATHERINE F. ANGULO 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 my husband 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 our dog Wrinkles. We often go down to the doggy beach and go swimming in the summer. GIOVANNI CLASSEN I am the Registered Service 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 also currently licensed in life and health insurance and hold my Series 7 Securities Licenses. I am a proud father of a young son named Ezio, and I enjoy spending time with him, reading, experiencing nature, and writing uplifting music.
CONTACT US Phone: (917) 634-2170 www.angulostrat.com Barjes Angulo barjes@angulostrat.com (917) 634-2171 Katherine Angulo katherine@angulostrat.com (917) 634-2170 Giovanni Classen giovanni@angulostrat.com (917) 634-2172 OUR LOCATIONS: Main Office 211 East 43rd Street, 7th Floor New York, NY 10017 Satellite Office 61-43 186th Street Fresh Meadows, NY 11365 By Appointment Only
Barjes R. Angulo, Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 646.227.888. Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Angulo Strategies LLC 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.