How does the advisor help clients – Key Takeaways:
LANGE FINANCIAL GROUP, LLC is a reputable financial consulting firm that provides expert guidance and assistance to individuals looking to achieve their financial goals. Here are some key takeaways about how they help their clients:
- Offer personalized financial planning and investment management services tailored to the unique needs and goals of each client
- Leverage their extensive knowledge and experience in the financial industry to provide sound advice and recommendations
- Assist clients in creating and implementing comprehensive financial plans to ensure long-term financial stability and growth
- Provide ongoing support and guidance to help clients navigate any changes or challenges that may arise
Facts and Insights
In addition to their impressive track record of helping clients achieve financial success, there are some notable facts and insights about LANGE FINANCIAL GROUP, LLC:
- Founded in 2005, the firm has over 15 years of experience in the financial industry
- Currently, they manage over $500 million in assets for their clients
- The firm employs a team of highly qualified and experienced financial advisors with a range of specialties and areas of expertise
- They have a strong commitment to transparency, communication, and building long-term relationships with their clients
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 15+ years |
Financial Services Offered
LANGE FINANCIAL GROUP, LLC offers a comprehensive range of financial services to help their clients achieve their financial goals. Some of the services they provide include:
- Financial planning
- Investment management
- Estate planning
- Tax planning and preparation
- Retirement planning
- Insurance planning
Client Types
The firm works with a diverse range of clients, including individuals, families, and small business owners. They have the expertise to tailor their services to the specific needs and goals of each client, regardless of their financial situation.
Fees & Compensation
LANGE FINANCIAL GROUP, LLC operates as a fee-only firm, which means they do not receive any commissions or compensation from financial products they recommend. Their fees are transparent and based on a percentage of assets under management, ensuring their interests align with those of their clients.
Background
LANGE FINANCIAL GROUP, LLC was founded by John Lange, a highly experienced and knowledgeable financial advisor with over 25 years of experience in the industry. He holds various certifications and licenses, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). He is dedicated to providing top-notch financial services and helping his clients achieve their financial goals.
Financial Advisor Disclosures to Know
When working with a financial advisor, it’s important to be aware of any potential conflicts of interest or disclosures. As a reputable firm, LANGE FINANCIAL GROUP, LLC openly discloses the following:
- They are a fee-only firm and do not receive compensation from any financial products they recommend
- They have a fiduciary duty to act in the best interest of their clients at all times
- They have no disciplinary actions against them, as per their latest SEC filing