Investment Planning

Helping you plan for your wealth in good times and bad
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Diversification by Industry

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Business Cycle Forecasting

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Allocation Strategy

I will review your current investment mix based on your tolerance for risk and make recommendations for change only if needed.

Frequently Asked Questions

How do I know an investment is right for me?

Through collaborative and careful identification of your investment knowledge, interests and risk tolerance we can come up with several alternatives for your consideration.

How much risk should I take and how do I know how much risk I am taking?

Ultimately this is a very personal decision that can best be answered by working with a planner you trust.

What time frame is realistic to expect investment returns?

Long-term investors should give investment strategies considerable time since economic conditions such as non-diversifiable risk will greatly influence your returns.

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.