PLANNING
Planning is the groundwork for success. We understand your financial goals are unique to you and your aspirations. We will ask in-depth questions and get a clear understanding of your financial goals and objectives to develop a detailed and customized plan.
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INVESTMENTS
The right investment approach can help ensure that you achieve your financial goals. By identifying your investment objective, risk tolerance and time horizon, we will be able to recommend a custom investment portfolio that will be *regularly monitored, managed and rebalanced as necessary.
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RETIREMENT
We recognize that your retirement dreams are one of the most important parts of your life. We will work with you to create a retirement strategy that helps ensure you are on course to living the retirement you have envisioned for yourself and your family.
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TAX/ACCOUNTING
As tax advisors, we work with you to ensure timely and accurate tax preparation of your personal income tax return. We also help with tax projections and tax savings strategies. As accountants, we work with small to mid-size companies. Our services include preparing financial statements, payroll, payroll tax filings, sales tax filings and annual business tax return preparation.
Our Family
Serving Your Family
Welcome to the Lang & Associates Financial Group Web site, where you'll find a wealth of information about the financial and tax services we offer.
The professionals at Lang & Associates Financial Group have been providing our clients with a high level of customer service in financial and tax planning since 1980. Our professionals provide a full complement of investment strategies including tax planning, retirement planning, asset allocation and estate preservation. We achieve this through a broad range of products such as stocks, bonds, mutual funds, insurance products, and alternative investments to name a few.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with our family to help you pursue your financial goals.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
