Plan Future Needs
Life Stage Planning
Tax Efficient Investments
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.