What We Do
|Share this article:|
Our Professional Services
LANGE LEGAL GROUP, LLC
Estate Planning & Administration (PA Only)
LANGE ACCOUNTING GROUP, LLC
Tax Planning, Tax Preparation & Financial Projections
LANGE FINANCIAL GROUP, LLC
Asset Management Services
LANGE LIFE CARE, LLC
What We Do
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, 2009 and 2015) 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.
How We Do It
We help clients implement our recommended strategies.
- Our CPA firm, the Lange Accounting Group, LLC, prepares over 1,100 tax returns annually.
- Our law firm, Lange Legal Group, LLC, has prepared over 2,200 wills and trusts. We have prepared thousands of beneficiary designations of IRAs and retirement plans. We often recommend our supremely flexible estate planning strategy, Lange’s Cascading Beneficiary Plan™. Our estate planning as well as our accumulation and distribution planning is described in our best seller, Retire Secure!
- While we are not money managers, our asset management services firm, Lange Financial Group, LLC, works closely with a variety of fee only money managers, both active and index-style passive managers, to help implement what we consider the best strategies for our clients.
- At Lange Life Care, LLC, we review your current life insurance planning, offer our analysis, and make recommendations based on your individual circumstances. Life insurance is more than a death benefit. It can serve many purposes.
Award-Winning Client Service & Communication
We keep our clients informed and up-to-date through:
- Weekly e-mails with cutting-edge information.
- Free, monthly educational workshops & appreciation events.
- Our monthly print newsletter, The Lange Report.
- Our radio show, The Lange Money Hour: Where Smart Money Talks airs on KQV 1040 AM every other Wednesday from 7-8 pm EST, or at kqv.com. Visit our index of radio shows.
- Latest news, announcements and timely information through Facebook, Twitter and Youtube.
If you are a western PA resident, schedule a free initial consultation with us by completing the form below or call Alice Davis at 412-521-2732, Ext. 218.
As a gift, you'll receive a summary of Jim's bestseller, Retire Secure! - acclaimed by Charles Schwab, Ed Slott, Jane Bryant Quinn and 50 other financial professionals! Enter your e-mail address to receive our FREE e-newsletter!
Need a Keynote Speaker?
James Lange, CPA Nationally-Acclaimed Roth IRA Expert,
Best-Selling Author & Keynote Speaker
Training Your Financial Advisors on the Latest, Cutting-Edge Roth IRA Conversion Strategies
Jim Lange - Now Available to Train YOUR Team
» Learn More