Retirement Planning

Helping you plan a future for your golden years
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Plan Future Needs

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Life Stage Planning

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Tax Efficient Investments

No matter your stage of life you can pursue your dream of retirement through careful assessment of your financial situation. By making prudent decisions, I will help you evaluate your current progress and make adjustments to work toward your retirement goals.

Frequently Asked Questions

How much should I save?

Save as much as you possibly can and then some. The younger you are when you start to save on a regular basis the lower the monthly amount of savings needed to reach your long term goals.

What if I’m older and just now starting to save?

This is a common problem that can only be addressed through saving considerably more than a younger individual since you don’t have the advantage of time. You can potentially reach your dreams if you are willing to stick with a rigorous savings plan.

What instruments should I use to reach my goals?

This will take some more information to make a good recommendation.  High income earners that own their own business for example might consider doing a traditional or Roth 401k.

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.