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Lange Financial Group, LLC

Lange Financial Group, LLC

Lange Financial Group, LLC

  • Financial Services
  • 11-50 employees employees
  • Bird In Hand, Pennsylvania
  • 210

Lange Financial Group, LLC provides conservative asset management services giving clients a choice of several money managers. We integrate our advice with the money manager advice so there is coordination between tax strategies, Roth IRA conversion strategies, investment strategies, estate planning strategies, etc.

We provide this service for our assets-under-management clients. Our clients receive our advice and money management services for the same costs as a fairly priced money manager, and there are no additional costs for our value-added advice. We find that our clients benefit from coordinating strategies among the people who are helping them achieve their long-term goals.

Lange Financial Group, LLC works with fee only advisors. We work with a number of advisors; both value oriented and buy and hold, and more active managers, as well as a low fee passive type “enhanced index investor.”

4.8

(4)
75%
25%
0%
0%
0%

SV

Lange is a great speaker. As soon as he mentions the 67000 EA s all of whom do taxes as well as the 670 000 CPA s about 20% who specialize in taxes it will be perfect.

PS

The instructor was very knowledgeable. He talked very clearly and was easy to understand. The information was very interesting and informative. He talked a little bit too much about his book and trying to sell it but I thoroughly enjoyed the class.

BAA

Instructor was extremely knowledgeable.

DS

He spent time looking for employees to work for him.

$10
The Best Estate Plan for CPAs and Their Clients

The Best Estate Plan for CPAs and Their Clients

  • Oct 20, 03:00 PM EDT
  • AFSP
  • CPA (US)
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
  • CIPM
Completed
  • 4.4
  • (46)
FREE
Tax-Free Wealth CE credit webinar

Building Tax-Free Wealth from Taxable Assets for CPAs and Their Clients

  • Sep 01, 03:00 PM EDT
  • AFSP
  • CPA (US)
  • CVA
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Completed
  • 4.5
  • (80)