Retirement financial advisor
Unlock your financial future with our retirement planning guide.
In today’s rapidly changing economy, having a retirement planning guide can be helpful in navigating the complex and sometimes turbulent nature of the world’s financial markets. Odds are, you’ve done your part and saved your earnings with the goal of living a comfortable retirement. The retirement planner at Lang Investment Services provides a comprehensive range of financial products and services designed to protect your assets and cultivate a secure and predictable future.
Our personalized retirement planning guide includes:
Comprehensive financial planning: We offer a thorough analysis of your financial position to create a transparent and structured plan, aligned with both your long- and short-term goals. Following a complimentary initial consultation, our team crafts a customized financial plan aligned with your goals that seeks financial prosperity.
A path to lifetime income: A path to lifetime income: Our mission is to help you establish a prosperous and worry-free retirement, supported by specific variable annuity products that seek to secure a lifetime of guaranteed income.
A streamlined transfer of assets: We actively guide you through the process to help ensure an efficient transfer of your assets to our firm.
Individualized retirement strategies: Our knowledgeable retirement planner develops a tailor-made strategy designed to meet your unique financial needs and objectives.
PDF download (320KB)
PDF download (1.3MB)
PDF files require Adobe Reader or greater. Click to download for free.
Annuities are long-term, tax-deferred investment vehicles designed for retirement purposes. Guarantees are based on the claims-paying ability of the issuer. Variable annuities are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information, can be obtained from a financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
Small business retirement plans
If you own or operate a small business, you already carry substantial managerial responsibilities. Let us take the fiduciary duty of investment management off your plate. We offer a range of small business retirement plans, including 401(k)s, Individual 401(k)s, and Simplified Employee Pension plans (SEP IRAs), to assist you and your employees in planning for a comfortable retirement.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.