Retirement Planning

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

Life Stage Planning

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.