At Angart Investments, our goal is simple: to guide you toward achieving your financial objectives while preparing you effectively for various stages of life. Whether it’s mapping out the impact of various income strategies, providing materials to help you navigate tax planning, or life’s major milestones—like transitioning from the working world into retirement or estate and generational legacy planning—we can help. 

We are a Cleveland-based, independent financial planning firm with decades of experience helping individuals, families, and business owners. A financial plan includes guidance in multiple areas beyond investment advice, such as retirement, cash flow, investments and research, charitable giving, inheritance, estate, taxes, education funding, employee benefits, and other matters that affect your finances.

Comprehensive Financial Planning Services

Below is a summary of the services and resources exclusively available to Angart Investments clients. We can also provide a wealth of financial planning materials for you to reference on all these topics.

• Financial Planning: We create a comprehensive and tailored financial plan that supports your goals and objectives, and monitor and adjust when necessary.
• Cash Flow Analysis: We will provide you with the assurance that you will enjoy your retirement nest egg without going broke.
• Estate Plan Evaluation: We can provide you with a range of materials to help you understand estate planning options. We can also refer you to vetted attorneys in your area.
• Tax Planning: We can help connect you with vetted tax partners and CPAs who can answer questions about your tax situation and assist in preparing and filing your taxes.
• Social Security Optimization: We offer on-demand resources to help you think through your Social Security options, such as when to file and when to begin drawing benefits.
• Insurance Education: While Angart Investments does not sell, solicit, or negotiate insurance products, we offer resources to help you think through how insurance may or may not fit into your financial plan.
• Banking and Credit Solutions: We can coordinate with your custodian to link a check or debit card to your brokerage account. We can also help you evaluate mortgage and credit card options available to you.
• Annuity Evaluation: We can analyze your annuity contract to help you determine if its features are aligned with your long-term financial goals and objectives.
• Charitable Giving Assistance: Empower your philanthropy with resources to help establish charitable giving vehicles or make direct donations to organizations that reflect your values.
• Generational Wealth Planning: Plan for the future with strategies designed to align with your family values to help facilitate effective wealth transfer for generations to come.
• Retirement Plans: Design and fund retirement plans for business owners, including  401(k), profit-sharing, pension, IRAs, and other qualified retirement plans.