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



Tax Deferred Growth

Time doesn’t stand still, and neither does money. That’s why you can use time to your advantage when investing for wealth preservation.

How much of your investment income is “landing” on page one of your tax return?  The informed retiree has found ways to avoid taxation on his or her investments.  From sophisticated to complex, there are many methods of deferring income taxation.  Have you reviewed each of these methods to insure that you are not missing something?

The longer you invest, the more time your money has to compound interest. If your portfolio has not fully recovered from losses in recent years, you may consider a more aggressive allocation to make up for lost ground and get back on track to accumulating wealth.  However, given recent lessons learned in stock market investing, it is important to remember that more conservative retirement plans typically have only a portion of the assets invested in the stock market. Other assets should be allocated to more conservative investments and/or secured income contracts. After all, the last thing you want to do is repeat history and lose wealth during the next market correction.

At Lang Capital we have found that investing conservatively for moderate returns and tax deferral is the way to safely maximize the growth in your portfolio. 

To schedule a time to discuss the tax consequences of your portfolio, contact us here or call us at (803) 547-7853 (Charlotte) or (843) 757-9400 (Hilton Head) today!

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.