Providing sound financial solutions in uncertain economic times.

It’s halftime for your finances – now’s the time to check in and make sure you finish strong for the year!

Midyear is a great time to look over your finances. Financial professional Pete Lang spoke with WTOC about how to get your finances in order. He has five tips to get you ahead of the financial game before the end of the year!

  1. Look at Life Changes
  2. Review Retirement Accounts
  3. Track Your Taxes
  4. Check Your Paycheck
    Click Here to see your new tax bracket
    Click Here for the IRS calculator
  5. Sign in to Social Security


Lang Capital
The Carolinas' Retirement and Tax Experts

Lang Capital is a private wealth manager serving the Carolinas with offices in Charlotte and Hilton Head. Our founder, Pete Lang, is an Investment Advisor who serves as a Fiduciary to Lang Capital's clients. Pete is a retired tax attorney and CPA. We back Pete's spirit of service and trust with specialized expertise in financial and retirement planning, including: investment advisory services, income planning, advanced tax planning and estate planning.

Historically you may have made investment and financial decisions only to find out at a later point in time how those decisions affected your retirement planning. In fact, it is imperative to understand how our investment and financial decisions affect the income taxes we pay, the income we receive and the risk we are willing to bear. Surveys of affluent Americans consistently tell us that their major frustration is that financial advisors should be more proactive about future issues that might affect their financial well-being.

Most financial advisors focus only on accumulating assets. Our job is to help you look forward and plan ahead to cut future tax bills, avoid unwanted risks, and help you avoid financial problems in your retirement years and with your estate plan.  We use investment strategies tailored to overcome the challenges we face in today’s turbulent economic times.

Our simple, free, no obligation Money Matters Review is a great way of helping you achieve your true needs and desires.  We will also help you determine if your current strategies match up with your plans for today and for your future.

The wonderful benefit of our Money Matters Review is that it applies to any financial decision or concern you have, it helps you stop your money from falling through the cracks, and it assures that any major financial decision you make is right for you. In other words, learn what questions to ask before making any financial decision and identify ways to assure your decisions are in your best interest.

Do you have a specific area of concern?

  • Investment Planning 
  • Income Planning 
  • Estate Planning 
  • Tax Planning
  • Asset Protection Planning
  • Business Planning 
  • Charitable Planning 
  • Real Estate 
  • Financial Planning 

Our Money Matters Review will help you clarify your specific concern as well as identify additional areas that may need further review.  Learn more now by calling (803) 547-7853 (Charlotte) or (843) 757-9400 (Hilton Head) or contact us today by clicking here.


Securities Disclosure: Investment advisory services are offered through Calibre Investment Management, LLC a registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Securities are placed with independent third party custodians including Fidelity Investments, TD Ameritrade and Jefferson National. Insurance services are delivered by Lang Capital, LLC.

Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any US Federal Tax advice contained in this communication, including any attachments, is not intended or written to be used, and cannot be used, for the purpose of: (i) avoiding penalties under the internal revenue code; or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.