Personal Wealth Planning

Guiding you along the path toward financial independence
Retirement Planning

Retirement Planning

Rely on our experience to help you through life’s challenges and ensure you are prepared for the journey.

Investment Planning

Investment Planning

Let us guide you through the landscape of investment options, allocation of resources and proper placement of investments.

Insurance Planning

Insurance Planning

We will make sure you have the right protection for your unique situation.

Distribution Planning

Distribution Planning

We can help you plan your future adventures with maps showing you how to pay your way.

College Planning

College Planning

Work toward the pinnacle of higher education with pre-paid tuition planning.

Budgeting

Budgeting

Balance your resources while moving toward your goals.

Estate Planning

Estate Planning

Every family without regard to the size of their financial estate should consider having several legal documents to ensure their wishes are carried out in the event of incapacity or death.

Tax Planning

Tax Planning

Work with our team planning your pursuit of stable cash flows and exploring ideas to manage taxation.

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.