About Us

The Engels Financial Group offers the following services:

  • Conservative Retirement Strategies
  • Legacy Planning
  • Principal Preservation
  • Life Insurance Planning
  • Long-Term Care Insurance Planning
  • Tax planning & Tax Returns
  • Trusts & Wills
  • Balanced & Objective Portfolio Planning based on Detailed Reviews.
We also have a working relationship with  qualified financial attorneys to utilize their expertise in Estate Planning and creating all types of financial documents including Financial Trusts, Revocable Trusts, Living Wills, Land Trusts and Wills.  We also provide tax advice, tax planning, & tax returns.

Questions About Your Financial Future?

Retirement planning is a complex field, so it is wise to consult with experts. Here are some questions that you may have pondered:

  • How can you be sure that your IRA beneficiary designations will pass inheritance as you intended? 
  • Will re-positioning your assets lower or eliminate tax on your social security? 
  • Is there a way to get reasonably high returns without risking your nest egg? 
  • Can you pay off your mortgage and get an income from your house, without losing your home?  
  • Can you pay for nursing care without sacrificing your children's inheritance and your spouse's lifestyle?