Jordan Fiori Financial Advisor at Angle-Lau Wealth Management

Jordan Fiori Financial Advisor at Angle-Lau Wealth Management Empowering Clients Through Tailored Financial Planning & Wealth Management Solutions

Welcome back to class, teachers! It is always such an exciting time of the year to see familiar faces and greet the newe...
08/10/2026

Welcome back to class, teachers! It is always such an exciting time of the year to see familiar faces and greet the newer hires. I'm here as a resource to you and your family for financial planning needs. Have a great first week back!

June delivered a mixed picture for investors. Growth remained more resilient than expected, the labor market cooled with...
07/13/2026

June delivered a mixed picture for investors. Growth remained more resilient than expected, the labor market cooled without cracking, inflation stayed elevated, and markets adjusted to a more hawkish tone from the Federal Reserve. Swipe through to learn more.

As always, our team is closely monitoring the market and broader economic environment on your behalf. If you have questions about your portfolio or financial strategy, please reach out. We are here to be a resource for you.

Many believe investing requires a large sum, but the truth is small, steady contributions can be incredibly powerful. Sw...
07/09/2026

Many believe investing requires a large sum, but the truth is small, steady contributions can be incredibly powerful. Swipe through to learn more.

It’s not just about how much you invest today but how consistently you do it over time. Let’s build your plan — contact us to get started!

Ever wondered how the stock market works? Whether you're new to investing or just want a clearer understanding, swipe fo...
07/07/2026

Ever wondered how the stock market works? Whether you're new to investing or just want a clearer understanding, swipe for a breakdown of the basics.

Ready to take the next step in your investment journey? Contact our team today.

As we celebrate our nation’s 250th birthday this July 4th, our team invites you to join us in reflecting on the history,...
07/02/2026

As we celebrate our nation’s 250th birthday this July 4th, our team invites you to join us in reflecting on the history, service, and shared values that shape our country! We wish each of you a memorable holiday with family and friends.

Please note that our office will be closed on Friday, July 3rd, in observance of Independence Day. We will reopen and return to regular business hours on Monday, July 6th.

If you manage your own retirement accounts, I have a lot of respect for you.You've done the hard part most people skip —...
06/30/2026

If you manage your own retirement accounts, I have a lot of respect for you.

You've done the hard part most people skip — you're actually engaged with your finances.

But there's a gap that trips up even the most diligent DIY investors, and it's not investment selection.

It's coordination.

Picking good funds is one thing. Knowing how to draw them down tax-efficiently, in the right order, at the right time — that's where real money is saved or lost.

Here's what I see most unguided investors miss:

→ RMD disbursements from accounts in the wrong order
→ Using outdated investment products compared to modern day options
→ Medicare IRMAA surcharges triggered by a single year of high income
→ Sequence-of-returns risk in the first years of retirement
→ Beneficiary and estate coordination across accounts

You don't need someone to pick your investments.
You need a second set of eyes on the strategy around them.

That's exactly what I do.

📅 Send me a message if you'd like to review your financial plans.

🔑 Your 401(k) might be your biggest financial asset — but is it actually working for you?Here's something most people do...
06/25/2026

🔑 Your 401(k) might be your biggest financial asset — but is it actually working for you?

Here's something most people don't know: Approximately 70 million people in the U.S. participate in a 401k and about 62% of those people have their entire balance invested in 1 single Target Date Fund of the average 25 selectable fund options allowed.

Your employer picked the menu. But you don't have to be stuck with it.

Many 401(k) plans (about 58% of them) offer what's called a Self-Directed Brokerage Account (SDBA). It allows you to step outside your plan's limited fund lineup and access a much broader universe of investments: individual stocks, ETFs, bonds, and professionally managed strategies.

That's where I come in.

As a financial advisor, I can help you:

✅ Determine if your plan offers an SDBA option

✅ Evaluate whether it makes sense for your situation

✅ Build a strategy inside that sleeve aligned with your retirement timeline — not a one-size-fits-all default

You've spent years building that balance. It deserves more than a set-it-and-forget-it approach.

If you're curious whether your 401(k) has a brokerage window — or if your current allocations are actually serving your goals — let's talk.

Claiming Social Security at 62 vs. 70 isn't just a matter of personal preference.It could be worth $200,000 or more over...
06/23/2026

Claiming Social Security at 62 vs. 70 isn't just a matter of personal preference.

It could be worth $200,000 or more over your lifetime.

Here's the math most people don't think through:

-> At 62: Receive benefits early, but at a 30% permanent reduction
-> At 67 (Full Retirement Age): Receive 100% of your earned benefit
-> At 70: Receive 124% — an 8% annual increase for each year you wait past FRA

For a couple with two earners, the coordination strategy gets even more nuanced — and more powerful.

The right answer depends on:
-> Your health and family longevity
-> Whether you're still working
-> Your other sources of retirement income
-> Your spouse's benefit and age
-> Your tax situation in early retirement years

This is one of the most consequential and underanalyzed decisions in retirement planning.

If you're within 10 years of retirement, let's model this out for your specific situation.

Here’s the scoop: It’s time to celebrate Father's Day! We wanted to shout out all of the dads, grandfathers, and father ...
06/21/2026

Here’s the scoop: It’s time to celebrate Father's Day!

We wanted to shout out all of the dads, grandfathers, and father figures who make our lives special. We hope that this Father’s Day is filled with quality time, well-deserved rest, and maybe even a couple of dad jokes.

June is Homeownership Month, a timely reminder that real estate can play a meaningful role in a sophisticated wealth str...
06/18/2026

June is Homeownership Month, a timely reminder that real estate can play a meaningful role in a sophisticated wealth strategy. For high-net-worth individuals, multiple-property ownership often reflects broader capital allocation and long-term legacy objectives.

When incorporated into a comprehensive wealth plan, real estate functions as more than a standalone asset. Strategic structuring and coordinated oversight can help position property holdings within the context of your portfolio and wealth management strategy. Swipe through to learn more.

If you are considering acquiring an additional property or simply evaluating how existing real estate holdings fit into your overall wealth strategy, our team is here to help. Give us a call today.

Address

640 Brooker Creek Boulevard Suite 400
Oldsmar, FL
34677

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+18137350104

Website

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