Helping clients protect what matters most and retire with confidence.
We’ll help you chart a path through market volatility and create insurance strategies designed to help protect your lifestyle, retirement, and legacy.
Over a decade of helping individuals and families retire on firm ground.
Angels Financial
is an independent insurance practice built for people nearing or in retirement who want clarity, protection-first strategies, and a straight path forward. We focus on Financial Fitness, responsible financial decisions, and values-driven strategies. We operate with transparency and clarity throughout the process because we believe you deserve an experienced guide in your corner. We compare rates and coordinate the moving parts of your income plan to help your strategy keep pace with your life.
who we help
People approaching or in retirement who value clarity and insurance protection
what we do
Retirement Income Planning and Preservation, Life Insurance, Medicare, and Long Term Care Insurance
How we work
Values driven, clear explanations, ongoing reviews
How we meet
A virtually accessible, multi-state practice—meet with us from anywhere in the states where we’re licensed
(Problem)
Outliving savings, rising healthcare costs, and market swings create real uncertainty.
With Angels Financial in your corner, you won’t have to face these questions alone.
“What are my risks, and how do I mitigate them?”
“Have I done enough to protect my retirement?”
“How can I plan my retirement income to meet my family’s needs?”
“How do I protect my loved ones and share my
values and legacy?”
“What are my potential blind spots and helpful things I should know?”
The good news is we specialize in these concerns, and these are the kinds of financial and lifestyle decisions we help clients through.
(How We Help)
Your retirement, organized—with income, Medicare, and insurance protection working together.
We bring your income, insurance coverage, and long-term goals into a single, clear strategy that’s regularly reviewed to help your retirement stay aligned with your goals.
Our Core Services
Retirement Income Strategies
Creating strategies designed to help turn savings into steady, predictable and/or lifelong income, to help you enjoy your retirement with confidence.
Fixed Annuity Strategies
Build regular consistent income that’s designed to help your savings grow, sheltered from market risks.
Life Insurance
Insurance strategies to help protect the people who matter most while potentially including features to help cover long-term care expenses and leave an efficient wealth transfer.
Medicare Guidance
Boost your potential longevity, live a healthy lifestyle and receive the care you deserve. Simplify Medicare decisions with clear, personal guidance that helps you avoid overpaying or missing coverage when you need it most.
Ongoing Policy Reviews
Kinetic Strategies: this is our process to acknowledge moving parts and moving trends to help your retirement approach continue moving forward. Change is constant, so we review and adjust each year to help your retirement stay on track.
A family-owned agency, built on shared values.
Together, Kit and Rosie lead this family-owned agency with a shared commitment to helping families, retirees, and individuals protect what matters most and confidently plan for the future.
Kit Tingpalpong
Founder
CFF® | MDRT | Certified Six Sigma
For over two decades, Kit has helped individuals and families with retirement decisions and strategies built on thoughtfulness, clear communication, and consistent follow-through. The Angels Financial LLC approach is grounded in listening first and tailoring every recommendation to fit each client’s goals and lifestyle.
Rosie Tingpalpong
Co-Founder
Licensed Insurance Agent
Rosie has been a licensed insurance agent since 2012, specializing in Medicare solutions for retirees and individuals who qualify through special enrollment periods. In addition to her insurance expertise, she has been a nonprofit fundraising professional since 2002, helping organizations achieve their development and philanthropic goals.
OUR CORE SERVICES
Annuity Strategies
Build steady, protected income that’s designed to help your savings grow without exposing your nest egg to full market risk.
Medicare Guidance
Simplify Medicare decisions with clear, personal guidance that helps you avoid overpaying or missing coverage when you need it most.
Retirement Income Strategies
Turning savings into steady, lifelong income so you can enjoy your retirement with confidence.
Life
Insurance
Protect the people who matter most while building a flexible plan for long-term care and efficient wealth transfer.out exposing your nest egg to full market risk.
Ongoing Policy Reviews
Because life changes, so should your plan. We review and adjust each year to keep your retirement on track.
The Angels Approach:
Curiosity, Understanding, Kinetic Strategies
1
We listen first—your values and goals drive every strategy.
2
You'll never be just a number.
3
Our guidance is rigorous, but its delivery is simple and transparent.
There’s no cost to get started. But waiting might have a price.
Let’s have a clear conversation about ways to help secure your income and live your best life in retirement.
Contact Us
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