Make The Right Decisions About Your Retirement
We analyze your complete financial picture and the company's 401(k) rollover options to recommend the best path for your timeline and retirement goals.
Personalized Rollover Analysis - Compare all options based on your specific situation
Complete Retirement Strategy - Beyond rollovers to tax planning, healthcare costs, and estate coordinations
No Product Sales Pressure - Independent advice without quotas or proprietary products
The individual providing the testimonial above is a current client of Langan Financial and was not compensated for providing their testimonial. The testimonial reflects their individual experience and is not representative of the experience of all clients.
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Are You Making Your Company's 401(k) Rollover Decision Without Seeing the Bigger Picture?
When you're approaching retirement or changing jobs, most advisors focus only on moving your money rather than how this decision fits into your retirement strategy. This narrow approach can leave you with scattered accounts and missed opportunities.
Here's what we commonly see with typical company's 401(k) rollover advice:
- Product sales disguised as advice that pushes high-fee annuities or investments regardless of your goals
- Hidden fees and poor performance in recommended rollover options compared to your current plan
- Generic recommendations that ignore your age, timeline, tax situation, and specific retirement goals
- No ongoing relationship leaving you to navigate complex retirement decisions alone after the rollover
- Missing tax strategies like Roth conversions or withdrawal timing that could save thousands
- No fiduciary commitment meaning they can recommend "suitable" options even when better choices exist
How We Help You Make the Right
Company's 401(k) Decision
Instead of pushing products or rushing your decision, we take time to understand your complete financial picture and guide you through every step of the process.
Your Complimentary Consultation
Schedule a call to discuss your retirement goals, review your current company's 401(k) options, and analyze your complete financial situation.
Receive Your Personalized Analysis
We'll compare all your rollover options and create a tailored strategy that aligns with your timeline, goals, and tax situation.
We Handle the Entire Process
After you approve the plan, we help coordinate the paperwork and transfer steps to make your rollover as smooth as possible.
Get a Complete Retirement Strategy Review, Not Just Rollover Advice
Our free consultation goes beyond simple product recommendations to analyze your entire financial picture and retirement readiness.
Compare All Your Company's 401(k) Options: We'll analyze whether rolling to an IRA, transferring to a new employer plan, or keeping funds where they are makes the most sense for your situation.
Assess Your Complete Financial Picture: Review your risk tolerance, timeline to retirement, income needs, and other accounts to create a strategy that fits your specific goals and circumstances.
Uncover Hidden Costs and Performance Issues: Identify fees you may not know about, analyze fund performance, and determine if your current investments align with your retirement timeline and risk comfort level.
Develop Your Personalized Action Plan: Get specific recommendations for portfolio allocation, tax strategies, withdrawal planning, and next steps to help you move forward with confidence and clarity.
Our Complete Retirement Planning Approach
We provide ongoing fiduciary guidance and personalized strategies to help you navigate retirement with confidence and peace of mind.
One Clear Plan
See everything in one place – no more scattered accounts or mystery statements affecting your retirement readiness.
Fiduciary Commitment
Your interests come first, always – and in writing. We're legally bound to act in your best interest.
Personalized Strategies
Plans built for real life. Customized for your goals, income, taxes, and timeline rather than generic models.
Transparent Pricing
No hidden layers, no upsells, no surprises. You know exactly what you're paying for ongoing advisory services.
Compliance Monitoring
Your advisor, not a call center. A real human who knows your name and your financial situation.
Proactive Tax Planning
Keep more of your money, before and after retirement, with strategies tailored to your income and timeline.
Deadline Management
We stay ahead of RMDs, tax changes, and Social Security rules so you don't miss important opportunities.
Healthcare Planning
Plan for Medicare, long-term care, and inflation so unexpected costs don't derail your retirement lifestyle.
Clear Pricing, Complete Service
Our asset-based fees range from 25 to 125 bps (0.25% to 1.25%) and decrease as your assets grow, with comprehensive financial planning and fiduciary protection included at no additional cost.
Retirement Plan Services
Portfolio Plan Management
$2,500 Value
Fiduciary Protection
$1,000 Value
Regular Plan Reviews
$500 Value
Monitored Portfolio Fund Line up
$500 Value
Personalized Financial Planning
$2,500 Value
Total Value: $6,500+
Get all of this for 25bps - 125 bps!
All included in your management fee
Our fees decrease as your assets grow
Set up your free consultation now!
Client Success Stories
See how we've helped other professionals gain clarity and confidence in their retirement strategy and financial decisions.
"Langan Financial Group is a 'wealth' of information 
.
There is never a rush during conversations, and all questions are answered thoroughly.
I am comfortable allowing Langan to manage my assets into retirement. The comfort in developing a plan is reassuring.
There is no sales pitch to sell any product and they work with you, rather than push products for a commission.
There is a reason they have all the 5 star reviews and once you meet with them you'll understand why."
Craig Clewell
“My investments have done well. I have full confidence in this group. My family now invests with them. They have gone beyond the call of duty in caring for my family.
They didn't know this: When my husband died, I had an outside advisor review my investments.
His advice? Stay with success.”
Ann Swift
"We transferred all our assets to Langan Financial Group upon retiring from federal civil service.
As a person with no financial background, I needed someone who could be trusted to manage our assets with sincere interest in looking after our welfare and the good judgment to do that well.
Bob Langan and his crew at Langan Financial Group are just that! We couldn't be happier with our decision.
Every recommendation he has made has rebounded to our benefit!"
GK Cunningham
The individuals providing these testimonials above are current clients of Langan Financial and were not compensated for providing their testimonials. The testimonials reflects their individual experiences and are not representative of the experience of all clients.
Frequently Asked Questions
Need more information? You can find it here.
Stop Second-Guessing Your Retirement Decisions
Set up your free consultation and get honest, fiduciary advice about your company 401(k) options.
Personalized Analysis - Compare all rollover options for your situation
Complete Strategy - Tax planning and estate coordination included
No Sales Pressure - Independent advice without product quotas
FREE Benchmark Comparison Services
Financial Advisor Locations:
Camp Hill, PA Financial Planning Office
York, Pa Financial Planning Office
Harrisburg, PA Financial Planners
Communities Served:
Langan Financial Group, LLC ("Langan Financial Group" or "LFG") is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. LFG may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
You can review our registration and disciplinary history on the SEC's Investment Adviser Public Disclosure (IAPD) website and, for brokerage registrations, on FINRA's BrokerCheck. This website is for general information only. It is not legal, accounting, or tax advice. Please talk with your own legal or tax professional about your situation. Important information about our firm is on our Disclosures page.
© Langan Financial Group
Harrisburg, PA Office
Address: 1863 Center St, Camp Hill, Pa 17011
Phone: 717-288-1880
York, PA Office
Address: 3405 Board Rd, Suite 200, York, Pa 17406
Phone: 717-773-4085