Our Process

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 reach your retirement goals
successfully!

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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 guaranteed lifetime income for your successful retirement.

THE SECOND STEP... We'll 'Maximize 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 for their maximum benefit.

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