Advisor profile


My approach

David J Lange - My approach photo

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

David J Lange - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Saving for Education
  • Social Security Retirement Benefits
  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Business Retirement Plans
  • Investments
  • Small Business
  • Wealth Preservation Strategies
  • Family Finances
  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®
  • CLU® Chartered Life Underwriter®

Education

  • Augsburg University, BA Bus. Admin & Econ '08 - Minneapolis, MN

Interests

    • Biking and running
    • Spending time with family & friends outside
    • Time with my children's interests: ballet, gymnastics, and swimming
    • Camping in State & National Parks Across Arkansas and the United States
    • Spending time relaxing on the beach
    • Volunteering for non-profit schools, housing organizations, and food shelf

Community participation

  • Feed My Starving Children
  • Habitat for Humanity
  • Local After School Programs