Note to Visitors:
Please note that if you engage Lange Accounting Group, LLC for our Financial Masterplan service or receive Financial Masterplan services as part of our assets under management arrangement there is no attorney/client relationship in this advisory context. Lange Accounting Group, LLC offers guidance on retirement plan distribution strategies, tax reduction, Roth IRA conversions, saving and spending strategies, optimized Social Security strategies and gifting plans. There is no solicitation being made for legal services by James Lange nor by Lange Legal Group, LLC. Although we will bring our knowledge and expertise in estate planning to meetings with clients, all recommendations are offered in our capacity as a financial planning professional and not as an attorney. We will, however, potentially make recommendations that clients could have a licensed estate attorney implement.
Lange Financial Group, LLC is a registered investment advisory firm registered with the Commonwealth of Pennsylvania Department of Banking, Harrisburg, Pennsylvania. In addition, the firm is registered as a registered investment advisory firm in the states of Arizona, Florida, New York, Ohio, Texas, and Virginia. Lange Financial Group may not provide investment advisory services to any residents of states in which the firm does not maintain an investment advisory registration. This does not in any way imply that Lange Financial Group is failing to preserve its rights under the respective states’ de minimis rule. The presence of this book shall not in any direct or indirect fashion, be construed or interpreted to suggest that the firm is offering to sell or soliciting to provide investment advisory services to residents of any state or states in which the firm is not maintaining an investment advisory registration. Again, Lange Financial Group preserves all rights under each state’s de minimis rule but wishes to emphasize that it is not directly or indirectly soliciting investment advisory clients in states where it has no legal right to do so. All investing involves risk, including the potential for loss of principal. There is never any guarantee extended that any investment plan or strategy will be successful. Asset location, asset allocation and low-cost enhanced index funds are provided by the Lange Financial Group, LLC’s affiliated investment firms. This referral is offered in our role as an investment advisor representative and not as an attorney.
Lange Financial Group, LLC, Lange Accounting Group, LLC, Lange Legal Group, LLC and Lange Life Care, LLC are affiliated entities. Investment advisory services provided solely through Lange Financial Group, LLC and outside managers (if applicable). Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
Lange Accounting Group, LLC
2200 Murray Avenue
Pittsburgh, PA 15217
(412) 521-2732
(800) 387-1129
Fx: (412) 521-2285
admin@paytaxeslater.com