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:
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

 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.

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.