Wealth Management

Knowing how to pick the right investments and build a portfolio that has the potential to grow over time isn't easy.  Good news!  Professional help is available to you here at Jennifer Lang Financial Services.

 

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

 

Private Client Group

Our core belief is that investor psychology is the driving force behind markets. 
We have a unique strategy that helps you grow your wealth without having to suffer large market declines.


We preach Rules Based Investing and we stick to it!
With over $50 billion in assets under management, we do this in three ways.


1. Strategize

We help you discover your investment philosophy and design a plan to create a customized plan for you.


2. Execute

We leverage modern technology to add scale and efficiency to maximize returns.


3. Manage

As a Fiduciary, our team of Registered Investment Advisors (RIA) help ensure that your investments run smoothly. 


This level of efficiency and scale, coupled with our collaborative asset management strategies, enables you to focus on the living part of life while hopefully fulfilling the next purpose driven part of your dreams.


Retiring in a Bear Market brings with it a whole new level of challenges.
We will listen to you and help you with the right investment strategy to fit your needs.

 

Investment Solutions

  • 401K Rollover | TSP Rollover

  • Customized Portfolio Construction

  • Asset Allocation

  • Risk-managed strategies for all market conditions

  • Tax Location and Tax Loss Harvesting

  • Security Selection

  • Trading and Rebalancing

 
Analyzing Graphs

RMDs

Required minimum distributions – what you should know

In a recent study, we found that many clients don’t necessarily need their RMDs for day-to day use, and are more interested in using the funds to leave a financial legacy.


We now have insurance backed products that are designed to not only help you comply with the rules around RMDs, but to also help address the impacts of taxes, while also helping you use the RMD to your advantage to leave a financial legacy to your beneficiaries.

Our products offer a variety of indexes and crediting methods (index allocations), as well as a fixed interest allocation, offering retirees the potential to continue to grow their financial legacy, while helping to address the impact of taxes.

In addition to offering tax-deferred growth opportunities, our annuities protect principal and credited interest, which helps ensure your legacy is protected from market downturns.

 

Creating Wealth Management Plans That Meet Your Needs at Every Stage of Life

If you have accumulated significant wealth over your lifetime, a wealth management plan is the best way to ensure your assets are invested in such a way as to achieve maximum income growth.

Chances are good that you probably have more wealth than you think. If you’re like most people, you probably participate in a retirement plan through work or self-employment. If you support a family, then you probably have life insurance as well as home and auto policies. You might have a stock portfolio that has been accumulating wealth or an IRA or two that you inherited but haven’t paid much attention to in years. 

What is Wealth Management?

Wealth management is a high-level professional service that provides an integrated approach to growing and preserving income and assets, as well as determining how much of a client’s wealth is to be distributed and for what use.


Wealth management typically includes investment planning, financial planning, tax and accounting services, and retirement, legal, or estate planning under a single wealth management plan that both simplifies and organizes.


Wealth management also takes into consideration the “what if situations” that happen to all of us.


While our goal is to develop a wealth management plan that meets your objectives with no-market risk life insurance products, we are available to assist you in coordinating with your other trusted advisors such as your broker, estate planning attorney, CPA, home and auto insurance agent, and business consultant(s) if you own a business. If you don’t already have trusted advisors that you work with, we can recommend one or more professionals for you.

As your no-market risk advisor, we work with you to: 

  • Create a plan based on your financial picture

  • Evaluate tax strategies to minimize taxes on your portfolio

  • Make recommendations based on your priorities and preferences


We’re not going to promise to beat the S&P .....  We are going to promise to create a plan that protects your principle and to give you everything we know. That’s what we do. Our approach is disciplined and based on no-market risk strategies. We’ve got expertise in converting once-in-a-lifetime large liquidity events into long-term income, and we specialize in retirement planning.

 

Isn't It Time You Created a Stronger Financial Future for You and Your Loved Ones?


If you are ready to get started, our no-market risk specialists and Registered Investment Advisors are here to help you every step of the way.

Call or email today to schedule a consultation. You'll be glad you did.

 

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If you are new to investing and would like to build a stock portfolio, we recommend Acorns as a place to for young beginners.

 

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Phone: (877) 487-8926

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©2019 by Jennifer Lang Financial Services. LLC.

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Disclaimer: No Rendering of Advice The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

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