No matter your goals, we offer sound financial wisdom to help you make the best decision for yourself. Like most things, it's important to check up on your portfolio to make sure nothing is out of date and that its goals are still in line with your own. Some of these mistakes are the result of not understanding retirement, while others are conscious decisions that simply have a greater impact than estimated.
Here are five of the biggest mistakes people make as they approach retirement. You spend most of your adult life saving for retirement, but have you ever thought about what you'll do once it's time to tap into those savings? Learn the different strategies you can use to provide yourself with a retirement income.
Here are five of the biggest mistakes people make as they approach retirement. You spend most of your adult life saving for retirement, but have you ever thought about what you'll do once it's time to tap into those savings? Learn the different strategies you can use to provide yourself with a retirement income.
Services
About
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I live in northeast Texas with my lovely wife Melinda. We have two wonderful children, Lauren and Kenny, and four beautiful grandchildren. When I'm not working I enjoy spending time with my family and friends, cooking, hunting, exercising and traveling. Empowering individuals to successfully navigate life's many stages with sound financial counsel.
Guided Wealth Portfolios
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The path to your financial goals is personalized for your specific stage in life, and will change as your life changes. If you ever have any questions, your advisor is only a phone call away. See your GWP accounts in one place, open new accounts, view your portfolio, and make updates via your personal portal.
Business Financial Services
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Just like climbing if you are not prepared for the changing conditions your results could potentially be less than desired. Business plans are rarely executed without major challenges. When you are aware and prepared for course corrections the complication can potentially be tolerated much easier. Lange Wealth Management is not an affiliate company of LPL Financial.
Benefits Planning
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Employer Health and Welfare plans are designed with an objective to enable businesses to attract and retain key personnel which nurtures a stable and productive workforce. Since these plans come at a significant cost, let me work with you to review your current plans to ensure they are aligned with your goals.
Cash Flow Management
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Matching company growth with available cash flow can be a daunting task, especially when you are faced with significant growth opportunities and/or market downturns. Let's sit down and discuss your industry's unique needs with you accounting and banking professionals to devise a plan that works for you.
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