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
taxes and market volatility, and
retirement income?

Join Us:
Sept. 13 & 27
Oct. 11

Learn More

Schedule a
Money Matters Review

Learn More

 My Investment CFO®

At Lang Capital, we aim to serve as a personal chief financial officer for your household, helping navigate all of your financial planning needs to and through retirement. As a central and primary contact for your retirement planning, we can help provide the strategy and oversight for comprehensive financial advice, ultimately helping you to maximize your assets by minimizing costly planning gaps.

Areas that we review as part of our CFO approach may include:

    • Tax Planning: including mitigation strategies to maximize investments
    • Investment Planning: providing downside risk management, utilizing robust research and analysis from our investment committee
    • Income Planning: creating lifelong pension income
    • Estate Planning: aligning your legal and financial assets for an efficient transfer to loved ones, and maximizing charitable or legacy goals

To learn more about the expertise behind our CFO approach, click here to meet our team.