January 2021 Consultation with Jim Attended /RS2

Retire Secure

Initial Consultation

with Jim Lange

If you are interested in either of the services described below, please complete the form at the bottom of the page as accurately as possible so that we

can best assist you.

Option 1:

A consultation for those interested in working with Lange Financial Group in an Assets Under Management Capacity

You must have at least $1,000,000 of investible assets

For the time being these consultations will

be conducted via phone or Zoom.

These consultations are only for those who are seriously interested in our Assets-Under-Management services.

If you are married, your spouse

must be on the call.

Option 2:

A consultation for those who are interested in a $10,000 Long-Term Financial Masterplan development engagement.

In a Masterplan Engagement, our highly qualified and experienced CPAs will “run your numbers” using sophisticated long-term financial projections to develop your personalized masterplan.

If you are married, your spouse

must be on the call.

First Name *

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Is your will current? *

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