We can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.


Michael Lange President

Michael Lange is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement. He is dedicated to providing value-based, comprehensive financial advice and truly enjoys building strong, long-lasting relationships with his clients.

Mike got his start in the industry in 1983 and established his own firm in 2003. He firmly believes in always doing the right thing. Fiduciary advisor is not a title-when discussing this it is a duty of care which requires that they act in a client's best interest while disclosing any potential conflicts of interest. Suggest replacing with-and as an Investment Adviser Representative, he puts the best interest of his clients first. Through open and honest communication, he works to understand and identify each client’s unique financial goals so he can help create a strategy for a confident future in retirement.

Mike is a financial professional who can offer investment and insurance products and services. He has a bachelor’s degree in business from Western Illinois University. Mike received the Life Underwriter Training Council Fellow (LUTCF®) designation in 1990 and became a member of the Million Dollar Roundtable “Court of the Table” in 2015.

Chicago Magazine named Mike to its “Top Financial Advisors” list in 2010. He also has been featured on WGN TV’s “Your Money Matters.”

People first.
Money second.

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 815.482.2362.