History
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.
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