Strategic Relationship Manager
Angie spearheads strategic relationships with CPAs and Business Owners in order to identify opportunities to reduce tax liabilities and more advantageous investment options. Through concierge level service and developing relationships, Angie identifies candidates for substantial tax savings and prepares business owners to work with our partners; experts in these strategies. Our focus at Profectus Financial is to build long lasting relationships so that we can continuously learn about our clients needs and provide optimal solutions to maximize wealth generation.
We focus our services around the unique needs of small business owners. As entrepreneurs ourselves, we have a distinct advantage to help you grow your success.
- Tax Saving Strategies
- Tax Planning
- Retirement Planning
- Business Consulting
- Corporate Executive Solutions
- Risk Management/Insurance Solutions
- Employee Benefit Solutions
- Alternative Investments
- Estate Planning
- Wealth Management
Useful Information for Your Reference
Company Census – This Census is one of our primary tools to identify tax savings and investment opportunities.
Kelly Woo MDRT Article – Who are we? Check out this article on one of our partners, Kelly Woo, in an industry standard magazine.
Advanced Planning – What is Advanced Planning and how can it save you money? Click this link to find out more!
Please click on the links above to download copies of these documents. For the most current passwords to access the documents, please reach out to Angie@ProfectusFinancial.com.
Angie has been in the industry for 8 years, and as such, has become an expert with client relationships and concierge level service. She serves as a primary point of contact for Profectus Financial and all day-to-day service issues and requests. Angie enjoys and excels in developing stronger relationships by maintaining frequent contact and addressing specific client needs.
“I feel my most important strength and specialty is having the skill set and knowledge to address issues associated with life-changing events, and to be able to walk clients through each challenge they bring. This includes establishing a new accounts, and all the minor details involved in each,”
“My primary goal is to make clients feel secure in knowing that their needs and wishes are not only heard, but addressed promptly,”
Active in her community, Angie volunteers at the Women’s Resource Center.
In her spare time, Angie enjoys traveling, exercise, yoga, reading, spending time with her family. She loves the outdoors, chocolate, coffee and wine. She also enjoys baking as a past time.