Retirement planners Tuxedo Park,, NY Cedar Knolls, NJ Prudent Financial

Mark Lange, AIF, RICP

I am a financial planner for clients in Sparta, New Jersey and across the country. I work with college executives, retirees, and high net worth individuals.

My journey to build Prudent started when my dad was given the opportunity to retire and take his pension or a buy out from his company. I realized how overwhelming it can be for people about to retire, being faced with so many different decisions and a lack of clear explanation.

I am a speaker through SOFA, a non profit focused on financial education.

I am an avid golfer and live in Sparta, New Jersey, with my long time partner Franca, and our cat and dog.

Credentials:

Accredited Investment Fiduciary (AlF) designation
Retirement Income Certified Professional (RICP) designation
Chartered Retirement Plan Specialist designation (CRPS)
Chartered Retirement Planning Counselor designation (CRPC)
Upsala College, Business Administration and Finance
Accredited Wealth Management Advisor

Disclosures:

CRPC designation conferred by College for Financial Planning.
CRPS designation conferred by College of Financial Planning.
RICP designation conferred by The American College.
AWMA Designation conferred by College for Financial Planning

mark remark lange retirement planners prudent financial

WHO WE WORK WITH

We are retirement planners. Through the years, we realized we had some groups of people we were natural fits with. The unique aspects attached to their situations allowed us to become well versed in the challenges they faced and be the retirement planners they needed.

Small Business Owners

Small business owners who want to put a retirement plan in place that doesn’t demand that they become integral parts of its day to day and annual operations, as well as mitigation of the fiduciary responsibilities that come with being a trustee for their plan.
Free Guides for Small Business Owners: 10 Questions to Determine if a MEP is the Right Type of Retirement Program for Your Organization and Should You Manage Your Own Qualified Retirement Plan or Get Help?
College Executives

College executives who are looking to maximize their employer options, as well as the external alternatives to create a comprehensive approach encompassing portfolio, protection and legacy planning into seamless transitions.
Free Guides for College Executives: Pre-Retirement Questions for College Executives and Tax-Efficient Strategies for College Executives
High Net Worth Individuals & Families

High net worth individuals and families who have a desire to preserve their family legacy while getting as much relief from taxes as possible, yet also being good citizens of their communities by employing their philanthropic objectives at the same time.
Download a Free Guide: 10 Questions to Ask if You're Considering Adding Advanced Planning Professionals
Successful Individuals Transitioning Into Retirement

Successful individuals transitioning from their working careers into retirement, who need assistance analyzing company retirement options with social security, portfolio management, and legacy planning strategies.
Download a Free Guide: What’s Keeping Retirement Savers Up At Night?