Lange Financial Group

We help IRA and retirement plan owners and their families get the most out of what they've got by integrating and applying our proven strategies to the personal needs, wants, and financial situations of our clients. Our strategies are published in the finest journals, including peer reviewed journals and are found in two of our best-selling books, Retire Secure! (Wiley 2006 and 2009) and The Roth Revolution (Morgan James, 2011). Our strategies and books enjoy glowing testimonials from top experts including Charles Schwab, Jane Bryant Quinn, Ed Slott, Natalie Choate and 60 others. We help clients by: Recommending proven strategies for accumulating retirement savings while working Offering cutting-edge, tax-savvy solutions to maximize tax savings during the distribution phase in preparation for and after retirement Drafting wills, trusts, etc. for estate planning Developing long-term Roth IRA conversion strategies, where appropriate We take the time to understand our client's goals and values. Based on a combination of the client's goals, our proven strategies, and after "running the numbers," we develop a customized plan that accounts for personal circumstances and long-term financial planning. We are committed to the vision of becoming and remaining our clients' most trusted legal and financial advisors.