Retire Secure Initial Consultation
 

We offer two meeting format options: in-person meetings at our offices located in Pittsburgh, Pennsylvania, or virtual appointments via Zoom.

 

If you are married, your spouse must be present for the meeting.

 
 
To Qualify for an Initial Consultation:

 

After you submit this form, our Client Service Coordinator will reach out and provide you with a Financial Summary questionnaire to complete and return. Jim will personally review your Financial Summary to determine whether our services align with your needs and goals.

 

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:
 

Assets Under Management (AUM) Client Consultation

 

To Qualify for an Initial Consultation:

 

 

You must have at least $1,500,000 of investible assets

 

If you choose to become an AUM client, a number crunching CPA at Lange Accounting Group will develop your long-term Financial Masterplan at no additional cost to you. 

 

You will also have the opportunity to have that plan reviewed and updated on an annual basis to ensure it remains aligned with your evolving financial situation.

 

The money management aspect of the AUM relationship is handled by one of our trusted money management partners.

 

 
 
 
 
Option 2
 
Fee-for-Service Financial Masterplan Consultation

 

To Qualify for an Initial Consultation:

  

You must have at least $1,500,000 of investible assets

 

In a Masterplan Engagement, our highly qualified CPAs will use sophisticated long-term financial projections to develop a personalized plan tailored to your needs.

 

The fee for these engagements ranges from $20,000 to $25,000, depending on the complexity of the estate.

 

After your Initial Consultation, we will provide you with a formal engagement letter outlining the scope and cost of your personalized Masterplan.

 

Waitlist Now in Effect:
 

Due to ongoing demand and capacity constraints, we have temporarily suspended new fee-for-service Masterplan Engagements.

 

Prospective clients who are interested in this service may still complete the form below to join our waitlist. Once we receive your completed Financial Summary questionnaire, we will review it to determine whether our strategies and services appear to be a good fit for your needs. If so, you will be added to our waitlist for a future free initial consultation.

 

At this time, the earliest we would expect to begin scheduling new initial consultations for Masterplan Engagements is in the last quarter of 2026. We will contact waitlisted prospects as availability opens.