Colorado financial advisors.
Building plans for retirement income with our powerful growth strategies since 2002.
Lang Investment Services is an experienced financial advisor, serving customers in Colorado’s Tri-Lakes area of Monument, Woodmoor, and Palmer Lake, as well as the state’s front range for over two decades, with clients ranging across the United States. In today’s ever-changing global economy, retirement investing and managing your finances is a complex and time-consuming process. While considering the long-term needs of your family, home, and interests, it can be easy to overlook the importance of preserving your retirement income.
As a Colorado financial advisor, Lang Investment Services wants you to enjoy life on your terms. This may range from enjoying our state’s many recreational opportunities, focusing on your hobbies, dedicating time to philanthropic interests, or participating in other activities that don’t involve the stress of retirement investing.
Our mission is to ensure that you have an actively managed strategy implemented to help you enjoy a lifetime of retirement income while mitigating worries about running out of money in your golden years.
Our retirement investing core principles include:
Providing prudent and timely advice.
Reviewing and managing your personalized strategy.
Simplifying your investment decisions.
Delivering accountability and guidance throughout each step of your retirement planning process.
Think of us as your financial bodyguard.
We follow a fiduciary standard throughout the financial planning engagement, , and your best retirement investing interests are our top priority. Our independent and flexible approach to investing provides customized strategies based on your long-term objectives and goals. Our aim is to maximize your growth potential while minimizing unnecessary risks. We strive to deliver a plan that can potentially provide a lifetime of retirement income—no matter how simple or complex your financial situation may be.
We can help you with:
Our independent approach
Lang Investment Services is a proud Colorado Financial Advisor who offers a range of services designed to protect and expand your assets while ensuring the future of your beneficiaries and your long-term financial health. Your financial well-being extends well beyond investment choices. As an independent investment advisor, we are not bound by corporate mandates to push specific products or cookie-cutter investment strategies.
We use this autonomy to offer:
Tailored recommendations to help you reach your goals.
Objective and transparent advice.
Research from primary economic resources.
Cost savings through fee-based investment strategies.*
To optimize your prosperity in retirement, we consider a variety of factors, including:
Asset allocation and location strategies for a well-balanced portfolio.
Life insurance products that can provide financial independence for you and your heirs.
Long-term care options tailored to your post-retirement needs.
Click the button below to download our customer intake questionnaire.
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Complete the form and bring it with you to your meeting with your Lang Investment Services associate, or email it to invest@langinvestmentservices.com.
*In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part 2 as well as the client agreement.
Frequently asked questions
We offer a range of solutions designed to meet your needs—whether you're just getting started or scaling something bigger. Everything is tailored to help you move forward with clarity and confidence.
What does a financial advisor do, and when should someone consider working with one?
What is the difference between financial planning and investment management?
Financial planning focuses on the big picture—goals, cash flow, retirement planning, risk management, and long-term strategy. Investment management focuses specifically on building and managing an investment portfolio. While investment management is an important part of the process, financial planning provides the broader framework that guides those investment decisions.
When planning for retirement, individuals should consider their desired lifestyle, income needs, savings rate, investment strategy, tax implications, healthcare costs, and potential risks. Retirement planning is not just about reaching a number—it’s about creating a sustainable plan that supports long-term financial security and peace of mind.
What should individuals consider when planning for retirement?
Personalized financial planning aligns financial decisions with individual goals, values, and life circumstances. By creating a customized strategy, individuals and families gain clarity, direction, and flexibility as their needs evolve. This personalized approach helps reduce uncertainty and supports consistent progress toward long-term goals.
How does personalized financial planning help individuals and families reach long-term goals?
What can someone expect during an initial meeting with a financial advisor?
During an initial meeting with a financial advisor, clients can expect a conversation focused on understanding their goals, concerns, and financial situation. This meeting typically includes discussing priorities, answering questions, and outlining how financial planning and investment management may help. There is no obligation—just an opportunity to explore whether the relationship is a good fit.