My Investment CFO®

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:

    • Investment Planning: providing both strategic growth as well as downside risk management, utilizing robust research and analysis from our investment committee
    • Advanced Tax: including tax mitigation strategies to maximize compounding growth
    • Income Planning/Financial Planning: creating lifelong pension-like 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.