The Lange Financial Group LLC

Specialties

We help clients by recommending proven strategies for accumulating retirement savings while working, offering cutting-​edge, tax-​savvy solutions to maximize tax savings during the distribution phase in preparation for and after retirement while developing long-​term Roth IRA conversion strategies, where appropriate.

We take the time to understand our client’s goals and values. Based on a combination of the client’s goals, our proven strategies, and after «running the numbers,» we develop a customized plan that accounts for personal circumstances and long-​term financial planning. We are committed to the vision of becoming and remaining our clients’ most trusted legal and financial advisors.

History

Established in 1984.

James Lange began his career as a business owner in 1984 with Lange Accounting Group, LLC doing business as a CPA and Attorney. In 2002 Jim created Lange Financial Group, LLC in order to provide his clients with excellent options in money management and investments along with his core offerings of tax and estate planning. Doing business in Squirrel Hill for over 30 years, Jim and his team have become one of the most trusted advisory firms in the area and, Jim himself, one of the foremost IRA and retirement experts in the country.

Today, Lange and his team continue in excellence serving their clients by coordinating tax planning and preparation, asset management services, Social Security and investment analysis, retirement planning, and insurance services.

Meet the Business Owner

James L.

Business Owner

Jim Lange, CPA is President of two interrelated companies that provide financial services to IRA and retirement plan owners. Jim is the founding President of a CPA firm that does tax planning and preparation. The second company is a registered investment advisory firm that provides cutting-​edge Roth IRA conversion strategies and conservative money management. The companies are located in Squirrel Hill in one location where he has been practicing for over 30 years.

Jim is a nationally-​recognized IRA, 401(k) and retirement plan distribution expert. Jim is also the President and Founder of The Roth IRA Institute™ which helps financial professionals and IRA and retirement plan owners to get the most from their retirement plans using Roth IRA conversions as an integral part of the planning strategy.