Plan your Transition from Work to Retirement with Clarity

Because it's no joy ride if you don't

Thank you for stopping by. My name is Mark Lange and I’m a retirement transition specialist. I’m a financial advisor in Sparta, New Jersey serving people with $2MM or more of net worth who want to retire.

There are some real and potentially catastrophic possibilities for your retirement if you do not plan. Some of these, if they occur, have the potential to not only change but destroy your retirement. The longer you wait, the less of an impact you can make if you’re not on course.

Our highest value is our willingness to do what many are unwilling to do: ask the hard questions.

Questions that will threaten your financial security if not asked:

  • Are you sure your retirement is on track?
  • Do you really need to take Social Security at that age or can you wait a few years?
  • Have you planned for the tax consequences of saving money as you have?
  • What are you going to do if things don’t turn out as planned?

Sometimes it means having difficult conversations but we feel this is our value as a financial advisor for people about to retire – in addressing the complicated, hard to foresee, unpleasant to face types of challenges. This sets us vastly apart from others.

IS YOUR RETIREMENT ON THE RIGHT TRACK?

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When you’re already retired is not the ideal time to start.

 

Your financial plan and retirement plan should be at the forefront when you are at least 5-10 years away from retiring.

 

Contact us today to discuss.

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Main Office:
147 Glenside Trail
Sparta, NJ 07871

845.363.0292