What We Do - Lange Financial Group, LLC

What We Do

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Our Professional Services

Estate Planning & Administration (PA Only)

Tax Planning, Tax Preparation & Financial Projections

Asset Management Services

Protection Planning

What We Do

We help IRA and retirement plan owners and their families get the most out of what they’ve got by integrating and applying our proven strategies to the personal needs, wants, and financial situations of our clients.

Our strategies are published in the finest journals, including peer reviewed journals and are found in two of our best-selling books, Retire Secure! (Wiley 2006, 2009 and 2015) and The Roth Revolution (Morgan James, 2011).  Our strategies and books enjoy glowing testimonials from top experts including Charles Schwab, Jane Bryant Quinn, Ed Slott, Natalie Choate and 60 others. 

We help clients by:

  • Recommending proven strategies for accumulating retirement savings while working
  • Offering cutting-edge, tax-savvy solutions to maximize tax savings during the distribution phase in preparation for and after retirement
  • Drafting wills, trusts, etc. for estate planning
  • Developing long-term Roth IRA conversion strategies, where appropriate

We take the time to understand our client’s goals and values. Based on a combination of the client’s goals, our proven strategies, and after “running the numbers,” we develop a customized plan that accounts for personal circumstances and long-term financial planning. We are committed to the vision of becoming and remaining our clients’ most trusted legal and financial advisors.

How We Do It

We help clients implement our recommended strategies.

  • Our CPA firm, the Lange Accounting Group, LLC, prepares over 1,100 tax returns annually.
  • Our law firm, Lange Legal Group, LLC, has prepared over 2,200 wills and trusts.  We have prepared thousands of beneficiary designations of IRAs and retirement plans.  We often recommend our supremely flexible estate planning strategy, Lange’s Cascading Beneficiary Plan™.  Our estate planning as well as our accumulation and distribution planning is described in our best seller, Retire Secure!
  • While we are not money managers, our asset management services firm, Lange Financial Group, LLC, works closely with a variety of fee only money managers, both active and index-style passive managers, to help implement what we consider the best strategies for our clients.
  • At Lange Life Care, LLC, we review your current life insurance planning, offer our analysis, and make recommendations based on your individual circumstances. Life insurance is more than a death benefit. It can serve many purposes.

Award-Winning Client Service & Communication

We keep our clients informed and up-to-date through:

If you are a western PA resident, schedule a free initial consultation with us by completing the form below or call Alice Davis at 412-521-2732, Ext. 218. 

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James Lange, CPA Nationally-Acclaimed Roth IRA Expert, Best-Selling Author & Keynote Speaker Training Your Financial Advisors on the Latest, Cutting-Edge Roth IRA Conversion Strategies Jim Lange - Now Available to Train YOUR Team

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