Hello. Let Me Introduce Myself.
You never get a second chance to make a first impression. So, I’d like to make a great one by properly introducing myself. I hope you’ll return the favor.
Tracy Lange, CFP® professional
Founder
I live in northeast Texas with my lovely wife Melinda. We have two wonderful children, Lauren and Kenny, and four beautiful grandchildren. When I’m not working I enjoy spending time with my family and friends, cooking, hunting, exercising and traveling.
Our Mission
Empowering individuals to successfully navigate life’s many stages with sound financial counsel.
My History
Just like any relationship, part of getting to know someone is important. Knowing where they’ve been and how they arrived at their present position helps you understand their perspective. Here is a bit of my backstory.
I graduated from Tyler Junior College in 1976 with a degree in Respiratory Technology. I worked in healthcare for the next 15 years managing Cardiopulmonary Departments. In 1989 I went back to school to strengthen my financial knowledge. In 1993 I graduated from The University of Texas at Tyler with a Bachelor of Business degree in Finance and I’ve been active in the financial industry since 1996. I hold the FINRA Series 7, 24, 63, and 65 registrations through LPL Financial and I am 2007 graduate of the College for Financial Planning®.
In the spring of 2008, I obtained the designation of CERTIFIED FINANCIAL PLANNER™. Since obtaining my CERTIFIED FINANCIAL PLANNER™ designation, I have utilized this knowledge to shape my manner and style of investment management. I seek to ensure my clients clearly understand their investment choices and financial needs.
“For I know the plans I have for you,” declares the Lord, plans to prosper you and not to harm you, plans to give you hope and a future”
6 Steps of Financial Planning
1. Establishing and defining the client-planner relationship
2. Gathering client data including goals
3. Analyzing and evaluating the client’s current financial status
4. Developing and presenting recommendations and/or alternatives
5. Implementing the recommendations
6. Monitoring the recommendations
Don't Be Shy
If we didn't answer all of your questions, feel free to drop us a line anytime.
Securities and Advisory Services Offered Through LPL Financial, a Registered Investment Adviser. Member FINRA / SIPC
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Arkansas, Arizona, California, District of Columbia, Ohio, and Texas. Lange Wealth Management is not an affiliate company of LPL Financial.
