Save Invest Enjoy

We help consolidate, reduce hidden fees, and put your retirement money back to work.

Review my 401(k)

Still Have Old 401(k)s From Previous Employers?

The 401(k) Problem Most People Ignore

You’ve changed jobs.

Your 401(k) stayed behind.

It’s collecting fees.

It’s unmanaged.

It may not match your risk tolerance.

We help Wine & Spirits professionals revive old 401(k)s, bringing them back under active management and aligning them into one clear retirement strategy.

Book a 30-Min 401(k) Review

Our Philosophy At AngelsShare Financial Advisors

SAVE

Build the foundation first.
Strong savings create flexibility, options and peace of mind.

At AngelsShare, every dollar has a purpose.

INVEST

Put your money to work with intention.

We build strategies grounded in values, discipline and your long-term goals.

ENJOY

Money is a tool to create a life you actually enjoy — we believe in enjoying the journey.

Your finances should support the life you value, not someday — it’s about living well today.

Enjoy Life While You Build Wealth

At AngelsShare planning isn’t just about numbers. We help you create a life you can enjoy today while building security for tomorrow.

Empowering Your Financial Journey

The team at AngelsShare Financial Advisors believes wealth is more than just numbers it’s about living fully, sharing generously, and leaving a lasting impact. Inspired by the angel’s share, we make sure every dollar contributes to a life well-lived, a legacy well-planned, and a future well-secured. Our goal is to guide you in living with confidence, clarity, and intention, ensuring your financial journey aligns with your values and dreams.

Our Core Values

AngelsShare Financial Advisors is built on a foundation of core values that guide every relationship. We are committed to trust, collaboration, knowledge, discipline, purpose, and creating lasting impact for our clients.

Clarity

Understanding where your money is and what it’s doing.

Alignment

Ensuring your investments match your values and goals.

Discipline

Building a strategy you can stick with long term.

Let's Talk Money

Navigating Your Financial Path

Once we’ve established a connection, we delve into:

401(k) Recovery
Rollover Strategy
Values Based Planning
Investing
Employee Benefits Structuring
Alignment Assessment

Tavarus “True” Hogans

AngelsShare Financial Advisors

 Tavarus Hogans, known to many as “True,” is a financial advisor with a deep-rooted passion for helping people build financial clarity and confidence. A career changer in the financial industry, True brings a unique perspective shaped by his extensive background in the Wine & Spirits space 🍷, where he held roles in Sales, HR, and Learning & Development.

While he found fulfillment in mentorship and personal growth, he knew his true calling was in Financial Education—where he could merge his passion for people development with his lifelong interest in saving 💰, investing 📈, and financial strategy.

True’s financial journey started early. At just 4 years old, he was washing cars with his dad 🚗💦, unknowingly laying the foundation for his future understanding of money. By 14, he had landed his first real job at a radio station 🎙️, and by the time he finished college, he was already investing in the market 📊. These formative experiences, along with lessons learned along the way, shaped his approach to money, wealth-building, and financial security.

What True loves most about working in finance is helping others relieve the stress of the unknown 😌. He thrives on providing the clarity and comfort that comes with a well-structured Financial Plan—giving his clients both short-term relief and long-term strategies that can create generational impact. His philosophy is simple: Save. Invest. Enjoy. 💡

Beyond finance, True finds joy in the little things. He has a love for making and drinking chai tea ☕, which has become a personal ritual. He even hosts a monthly mental health day 🧘🏽, where he and anyone who wishes to join take a break, soak up some sun ☀️, sip on tea 🍵, and reset. When he’s not working, he’s exploring—just nine states away from visiting all 50! 🗺️ And of course, every new destination includes a stop at a local coffee shop to sample the best chai in town.

The phrase that True lives by? “Be where your feet are.” All too often we are at home thinking about work or at work thinking about home.

Save Invest Enjoy and Be Where Your Feet Are!

Independent Advisor | Wine & Spirits Industry Insider | Powered by Core Planning RIA | Custodied with Altruist

Vanderbilt University | Southern Glazers Wine & Spirits | Pernod Ricard North America

Our Purpose

At AngelsShare Financial Advisors, we believe that wealth is more than just numbers—it’s about living fully, sharing generously, and leaving a lasting impact. Inspired by the “angel’s share” —the portion that evaporates to the heavens—we ensure that no part of your financial future is wasted. Every dollar should work toward a life well-lived, a legacy well-planned, and a future well-secured.We don’t just help you manage wealth—we help you live with confidence, clarity, and intention.

Our Commitment to You

  • We will listen first, advise second—your goals come before our strategies.
  • We will educate and empower—because financial freedom comes from understanding.
  • We will plan beyond the numbers—because wealth is about more than money.
  • We will stand by you in all seasons—whether markets rise or fall, we are your partner.
  • We will ensure your angel’s share isn’t lost—helping you make the most of what you’ve worked for.

Who We Work Best With

  • Wine & Spirits professionals who’ve changed employers
  • Individuals with previous 401(k)s
  • Professionals earning $100K+
  • People who want clarity without complexity
  • Anyone desiring to enjoy life while building wealth

Let's Start a Real Conversation

FAQs

You typically have four options — leave it, roll it into a new employer plan, cash it out (not recommended in most cases), or roll it into an IRA. We help you evaluate which option makes the most sense based on fees, investment choices, and long-term goals.

No. We believe financial planning should be accessible at all stages, whether you’re just getting started or managing significant wealth.
Yes! While we specialize in working with professionals in this space, we also help individuals from all backgrounds, including those in the cancer community.
That’s great! We can review your current strategy to ensure it aligns with your goals and recommend adjustments if needed.
This depends on your needs, but we typically meet at least once a year for a full financial review, with additional check-ins as necessary.
We take a personalized approach, understanding your unique industry challenges and lifestyle. Our focus is on building long-term relationships based on trust, education, and real impact.
Our compensation depends on the services provided. We operate as fiduciaries, offering flat-fee planning, investment management, and insurance-based strategies—all aligned with your best interest.
We believe in transparency and flexibility. It costs nothing to have an initial phone call or consultation to see if we’re a good fit. If you’re looking for hourly advice or a second opinion, the rate is $400/hour. Comprehensive financial planning starts at $3,000 per year. For investment management, we offer a floating-scale fee structure: 1% up to $1 million in assets, with a sliding scale downward beyond that. No money is exchanged until we mutually agree to move forward.
Schedule a complimentary consultation where we’ll explore your goals, review your current financial picture, and discuss how we can support your journey.

Our Partners

We collaborate with trusted industry leaders to offer you the best financial solutions, ensuring your success with expert resources and support.