Colorado's experienced financial advisor since 2002.
Investment strategies for a lifetime of income.
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
Impartial, independent advice.
Since 2002, Lang Investment Services has provided 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 some national brokerage firms, we provide an intensely personalized approach to investment strategies.
We are a fee-based advisor acting under the fiduciary standard when providing investment advice. With no outside influences or mandates, Lang Investments can provide honesty and transparency to your financial planning. Matthew Lang (the founder of Lang Investments) is a registered principal; a registration earned by passing the FINRA Series 24, a rigorous exam covering a wide range of securities supervision issues and subjects.
Consider us to be your financial bodyguard; an advisor 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 philosophy is a simple one, to make sound investment choices to help protect and grow your investment. For over 20 years, Lang Investment Services has developed solutions to mitigate the impacts of market volatility, interest rates, inflation, and recession through time-tested and informed risk management and growth strategies. We help manage your wealth in ways targeted to meet individual goals and objectives.
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. Our risk managed, personalized, goal-focused strategies are designed to help you live a life of purpose and passion—without worrying about running out of money in your golden years.
Life / long term care 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
Common Tax Traps Involving Life Insurance
Life insurance delivers cash to beneficiaries when it’s needed most. Plus, if the policy is properly structured, the beneficiaries receive the death proceeds income tax free. By understanding potential tax traps related to life insurance, you can avoid costly mistakes.
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A note from our founder
Once upon a time, people trusted a single person to help them plan and prepare for the future. Now, it seems retirement has become about cookie-cutter portfolios managed by large corporations. The intimacy of custom investment has been discarded in favor of convenience. That's not the case at Lang Investment Services, and our mission is a simple one: Create a highly personalized retirement strategy designed to make sure you don't run out of money in your golden years. Guided by your personal goals, available resources, and timelines, we work shoulder-to-shoulder with you to help make sure that you can spend your retirement ... spending. Spending time with family. Spending time traveling the world. Spending time living life on your terms. Our strategies are designed to walk the line between your planning goals of lifetime income, beating inflation, and safely protecting and growing your principal. For over 20 years, Lang Investment Services' approach has delivered strategies to help your money continue to work for you long after you've stopped saving.
Matthew R. Lang