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 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.
How We Do It
We help clients implement our recommended strategies. Our multi-discipline practice allows us to provide multi-dimensional services.
- Our CPA firm, the Lange Accounting Group, LLC, prepares over 500 tax returns annually.
- Our law firm, Lange Legal Group, LLC, has prepared over 1,600 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, we work 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.
We offer legal, tax, asset management, and insurance services all under one roof from a team of experienced professionals.
Our Professional Services
- ESTATE PLANNING & ADMINISTRATION (PENNSYLVANIA ONLY)
- TAX PLANNING, TAX PREPARATION & FINANCIAL PROJECTIONS
- ASSET MANAGEMENT SERVICES
- PROTECTION PLANNING
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 quarterly 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. Encore presentations air on KQV or at kqv.com every Sunday at 9 a.m. EST. Visit our archived radio programs.
- Latest news, announcements and timely information through Facebook and Twitter.
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.
Free Initial Consultation Registration
For western PA residents only