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Our Process

Your Roadmap to Retirement

Your Roadmap to Retirement

DISCOVER
✔ Schedule a meeting to sit down and discover
    what your ideal retirement looks like.

EVALUATE
✔ Using our 'Four Step Retirement Roadmap' 
    we'll examine your current financial situation
    and determine exactly what your retirement
    needs may be.

PLAN
✔Make a plan and create a custom strategy to help you achieve your retirement goals.

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THE FIRST STEP...
Using personalized risk tolerance models and customized financial planning software, we’ll personalize your unique retirement plan to integrate the recommended amount of risk and lifetime income for your retirement.

THE SECOND STEP... We’ll Increase Social Security Benefits, along with 'Optimizing Medicare' benefits.
These are two of the first steps in the retirement planning process. At Lange Financial Advisors, Inc., knowing when to accept Social Security benefits allows our clients' to make informed, intelligent decisions about how and when to integrate their retirement assets to increase their benefits.

CONTACT US NOW!
To schedule an appointment and begin to successfully put together a Retirement Planning process!