Free Initial Consultation Registration Form

Free Initial Consultation Registration

Terms & Conditions:

You get a 1 Hour Retire Secure Initial Consultation with James Lange.

You must have at least $1,000,000 of investible assets

These consultations will be conducted via phone or Zoom.

IMPORTANT: You must complete and send a Financial Summary to us for consideration to secure a meeting with James Lange. Jim will review each Financial Summary personally to determine if we are a good fit. If he determines that we are a good fit, Alice, our Client Service Coordinator, will reach out to you to schedule your appointment with Jim.

These consultations are only for those who are seriously interested

in our Assets-Under-Management services.

If you are married, your spouse must be on the call.

Select Services(s):

Investments/Asset Management

Retirement Planning

Roth IRA Conversion Strategies

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