Why Lang Capital?

Download Our Latest Whitepaper

Retirement Packing Checklist:
What to Bring on
Your Ultimate Vacation

Fill out my online form.

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.

Learn More

Schedule a
Money Matters Review


Learn More



Financial Planning

Financial planning is the long-term process of wisely managing your finances so you can achieve your goals and dreams, while at the same time negotiating the financial barriers that inevitably arise in every stage of life. Remember, financial planning is a process, not a product.

Steps to create a sound Financial Plan:

Step 1: Establish Goals
Step 2: Gather Data
Step 3: Analyze & Evaluate Your Financial Status
Step 4: Develop a Plan
Step 5: Implement the Plan
Step 6: Monitor the Plan & Make Necessary Adjustments

Benefits of a Properly Executed Financial Plan:

Set realistic financial and personal goals.

Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan.

Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths.

Put your plan into action and monitor its progress.

Stay on track to meet changing goals, personal circumstances, stages of your life, products, markets and tax laws.

Call (803) 547-7853 (Charlotte) or (843) 757-9400 (Hilton Head) or contact us here today for a free, no obligation Money Matters Review and put your personal Financial Plan in place.


 

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.