The Tri-Lakes area's trusted financial advisor since 2002.
Personalized wealth in a global market.
The world is changing, and even though we live in a tight-knit community, we play by the rules of a global economy. The markets are fluid, faster, and more connected, and it's easy to find oneself overwhelmed by just how dynamic and complicated it's become to adequately plan for your financial future:
- Managed asset plans
- Retirement planning
- Long-term care
- Tax-advantaged investing
- Life insurance
- College tuition investment
Unbiased, independent advice.
Since 2002, Lang Investment Services has provided Colorado's Tri-Lakes region with a personalized, easy-to-understand approach to creating wealth strategies for short- and long-term goals. Free of the constraints of the pre-packaged portfolios and one-size-fits-all investment plans pushed by national brokerage firms, we provide an intensely personalized approach to investment strategies.
Consider us to be your financial bodyguard; a broker who listens, is proactive, and responsive to your needs. We may live in a connected, complicated global economy but your financial security is driven by far more intimate, personal goals. We're here to make investing simpler and to work with you to help realize your dreams for a financially secure future.
Start securing your future now, call (719) 481-0887
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Wealth management
Our fee-based structure provides the flexibility to meet changing market conditions or adjust strategic direction. Fee-based investing rests on the principal of paying a set percentage fee which is based on the value of the account—no added commissions, or costs. Whether you are looking for retirement plans or to leverage your wealth through tax-advantaged investing, you can do so predictably—without the worry of hidden charges or fees.
Retirement strategies
Whether you are just starting out or are nearing retirement age, it's never too late to implement a strategy for long-term financial security. An individual may live for 20-30 or more years in retirement. How much is enough to save or spend? Should you be conservative or aggressive in your investments? Choose a 401K or Roth IRA? We'll will help answer these questions and design a personalized strategy that will help see you through your golden years.
Health and life coverage
The unexpected can happen, and Lang Investment Services provides a wealth of health- and life-related coverage to provide peace of mind for you and your heirs. From long-term care coverage that protects against prolonged home health and nursing care, to competitive term life, variable life, and universal life insurance, we competitively shop dozens of companies at no cost to you. Our only objective is to ensure that you the best insurance at the lowest price.
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Investment blog
A Guide to Federal Veterans Benefits
There are two separate agencies overseen by the U.S. Department of Veterans Affairs (VA): the Veterans Health Administration and the Veterans Benefits Administration. The Veterans Health Administration determines eligibility for medical benefits, while the Veterans Benefits Administration determines eligibility for financial benefits. The agencies operate independently and have separate eligibility criteria for their programs. As such, if you qualify for medical benefits, it does not guarantee that you will qualify for financial benefits.
Eligibility for medical and monetary benefits depends on your discharge status. Generally, a veteran will satisfy the discharge requirement if his or her classification is “honorable” or “general under honorable conditions.” A veteran with a discharge classification of “other than honorable conditions,” “bad conduct,” or “dishonorable” may not be eligible for VA benefits. Applying for benefits can be daunting, and you may find individuals or organizations that charge a fee to advise you on the process. Just remember: only the veteran, an accredited Veterans Service Organization, or an accredited VA attorney may apply for benefits on behalf of a veteran. The rules are strict—no one else can file a claim. Also, neither an accredited VA attorney nor an accredited organization may charge a fee to file an application for veteran benefits.
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About Lang Investment Services
A 1992 graduate of Lewis-Palmer High School, Matthew L. Lang received his BA degree from Cornell College in 1996 with a double major in Economics and History. His two-year stint working overseas in Romania with RomAgra—a company which provided heavy machinery for the agricultural industry—ignited a passion for working with people and money. He returned to the United States as an investment advisor for Edward Jones in 1998.
After four successful years, Matthew established M.R. Lang Investment Services in 2002 (later shortened to Lang Investment Services) with the intent of serving his hometown of Monument, CO. Over the subsequent years, he has continued to grow and expand his operation and service offerings with clients across the country. His hallmark devotion to his clients' success and dedication to providing a holistic, personal approach toward investing has never wavered.
Outside of the office, you'll most likely find Matthew enjoying his many extracurricular interests, including coaching high school wrestling, lifting weights, running, skiing, kayaking—and his favorite hobby, barbeque.
Matthew R. Lang