Why Lang Capital?

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Retirement Packing Checklist:
What to Bring on
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Attend A Seminar
Would you like to
REDUCE
taxes and market volatility, and
MAXIMIZE
retirement income?

Join Us:
August 29 & September 12
5:00 PM
Truffles Cafe
91 Towne Dr, Bluffton
SC 29910

If you are interested in attending please call the office at (843) 757-9400 and speak to Ashley in order to reserve a seat.

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Money Matters Review


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Asset Protection
In recent years, we’ve seen that aggressive and conservative investments, both domestic and global, can move in tandem with one another. In other words, we have experienced market scenarios in which there is very little safety anywhere - even for diversified portfolios.

Twenty-first century asset protection calls for more than just strategic asset allocation. Rather, our portfolios must be defensive in nature and actively respond to systemic risks that can decimate other portfolios.  In addition, we seek out investment instruments that can protect your portfolio from negative returns early in retirement and that can also hedge against inflation.  These methods are generally considered to be a more effective means of protecting assets.

Diversifying your retirement assets among a variety of vehicles, including defensively positioned investments and inflation hedged guaranteed income solutions, depending on what is appropriate for your situation, may offer you the best chance of meeting your retirement income goals throughout your lifespan.

Call Lang Capital today for a free, no obligation consultation to see if an Asset Protection Plan is right for you.  (803) 547-7853 (Charlotte) or (843) 757-9400 (Hilton Head) or contact us here.

Neither the Company nor its agents or representatives will or may give specific federal or state tax, legal, or accounting advice. While we discuss "planning" in these areas, individuals are expressly and specifically directed to seek and rely only upon the advice of legal counsel or a certified public accountant in regard to the tax or legal aspects of any transactions or matters. To ensure compliance with requirements imposed by the IRS, we inform you that any advice given is not intended to be used, and shall not be used, for the purposes of avoiding penalties under the applicable revenue codes or for the purpose of marketing or recommending to another person and/or entity any transaction or matter contained herein.

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.