Financial Planning Services
Financial planning services focused on collaborating together to achieve your financial goals.
Financial Planning Testimonials
Nothing but the best! Langan worked with us to create a customized investment plan for college planning (529), retirement (Roth IRA), shorter-term savings (non-qualified accounts), and life insurance.
Tyler explains everything in the right detail level, so you can make the most informed decision possible. Tyler is proactive in reaching out to make sure we catch up regularly.
He also provided excellent support when we rolled over our 401ks from previous employers onto one platform and followed up with other brokers daily to confirm the request's status to ensure things went smoothly.
Everything is now in a single location, and much easier for us!
I've been with Langan Financial for about 15 years.
I totally trust Bob and his staff to guide me in the right direction with financial decisions.
As a retired teacher, they have earned an A+ in my grade book!
Financial Planning Approach
Langan Financial Group strives to provide the best financial planning services and customer support to each individual and organization.
We focus on delivering personalized strategies through a collaborative, transparent, and clear approach.
Not everything can be fit in a pre-created plan or a limited selection of products.
We are an open architecture firm, meaning we are not tied to any organization and can offer a wide range of products.
We do not have quotas to fill nor are we pressured to push products.
This helps us focus on finding the right customized financial planning for you and your financial goals.
Langan Financial Group works together with you to help define your financial objectives, understand your options, and implement a strategy you are comfortable.
Langan Financial Group Highly Reviewed!
Langan Financial Group is a highly reviewed financial planning firm in Pennsylvania. We have over 75 - 5 star reviews on third party platforms.
Take a look and see what our clients are saying about us!
Who Our Financial Planning Services Serve
Langan Financial Group provides services to:
- Businesses
- Organizations
- Government Entities
- Individuals
- Families
Our Primary Financial Planning Service Area
Langan Financial Group's HQ is located outside Harrisburg, Pa in Camp Hill Pa. In addition to our headquarters, we have an additional office in York, Pa.
Our primary financial planning service areas include:
- York, Pennsylvania
- Hershey, Pennsylvania
- Lancaster, Pennsylvania
- Harrisburg, Pennsylvania
- Millersburg, Pennsylvania
However, we have several clients located outside of Pennsylvania in a variety of other states where we are licensed. Â We continue to provide them with financial planning services.
No matter where you are in the US, we are happy to help you with your financial service needs.
Our Financial Planning Service Categories
We have three main financial consulting services categories:
- Insurance
- Financial Planning
- Retirement Plan Sponsors
Financial Planning for Individuals and Families
We provide financial planning service to individuals and families for their unique financial planning needs.
People are interested in financial security and freedom; the difference is how they define it and the obstacles they need to overcome.
That is why we focus utilize a collaborative approach to create a personalized financial plan.
Together, we will work to understand your financial goals, issues you are facing, and review the options available to help achieve your financial goals.
Below are the most common financial planning services we provide to individuals and families:
- Trust Funds
- Tax Management
- Investment Planning
- College Saving Plans
- Financial Estate Planning
- Retirement Income Planning
- Personalized Insurance Plans
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Retirement Income Planning
We work with individuals to plan their retirement income. We work together to understand:
- What are your retirement obstacle
- What are your retirement goals
- How can we bridge the gap
Together, we will collaborate to help you minimize your taxes, maximize your income, and develop a comfortable strategy to meet your retirement goals.
Investment Planning
Langan Financial Group can help manage investments, conduct trades, and support your financial goals.
Our certified financial advisors are registered with the SEC and FINRA. We can take on fiduciary responsibility and always put our clients' needs first.
We will walk you through and help you thoroughly understand the pros and cons of each investment option available.
Together we can help you achieve your financial goals and do so in a comfortable and informed manner.
Tax Management
Langan Financial Group helps individuals with tax management.
We look for opportunities to reduce your tax burden so that you keep more of your money and/or grow it tax free.
Trust Funds
Langan Financial Group helps individuals setup trust funds and manage assets. Through setting up a trust, we can help individuals with their financial estate planning needs, allowing individuals and families to ensure their legacy.
This can help people:
- Protect assets to donate to non-profits
- Protect assets to pass on to the next generation
- Protect assets to care for a special needs family member or loved one
College Planning
Langan Financial Group's certified financial advisors help individuals plan for qualified educational expenses.
Whether that is going to college, a trade school, or even saving for a private school K-12, we can help you take advantage of tax saving opportunities to minimize tuition expenses.
Financial Planning for Estate Planning
Financial estate planning determines how your assets will be managed and distributed. This takes into consideration any financial obligations you may have had as well.
If you forego estate planning your wishes may be unfulfilled and the wealth you pass on to the next of kin may be not only unprotected but taxed severally.
Financial Planning for Org Services
Langan Financial Group specializes in working with organizations. Â No matter what industry you are in, organizations face very similar issues when it comes to:
- Taxes
- Benefits
- Retention
We will collaborate with businesses, non-profits, and government entities to understand their financial goals and develop customized financial plans to help them achieve it. Â Our services include:
Portfolio Management
Langan Financial Group provides portfolio management for institutional and endowment investing for organizations. We will work with you to provide a customized investment strategy that takes into consideration your:
- Market conditions
- Financial risk tolerance
- Financial investment goals
We will educate on the investment options available and collaboratively identify which investment strategy works best for your organization.
Tax Reduction Strategies
Langan Financial Group's goal is to work with organizations, especially small business owners, to help minimize their tax burden while maximizing monetary growth.
Many organizations do not realize all the tools the IRS provides to encourage not only organizations to protect their cash flow, but their employees as well.
 Langan Financial Group will help evaluate your current status, provide financial options, and implement your strategies to help minimize your taxes.
Golden Handcuffs
Golden Handcuffs, also known as Executive Compensation, is a retention technique to retain key employees within your organization.
Langan Financial Group's financial planners help develop customized executive compensation packages focused on the key attributes that matter most to your employees.
We help align these techniques with the financial and tax goals of an organization to ensure your financial strategies are aligning together.
Retirement Plan Sponsor Services
Langan Financial Group provides free reviews, benchmarking, and consultation services for an organization's retirement plan. No matter what type of retirement plan your organization has, we can review your plan's:
- Cost competitive
- Fiduciary coverage
- Overall performance
- Employee engagement
Many businesses do not know if their organization is protected against potential regulation issues within their retirement plans.
In addition, many organization's retirement plan advisors do not engage the employees.
Langan Financial Group's certified financial advisors provide educational seminars and independent one on one financial planning services to help provide additional value to the employees.
Retirement Plan Benchmark Services
Langan Financial Group provides retirement plan benchmark services for FREE for a variety of organizations.
Our benchmarking services will help evaluate your current plan with other similar plans on the market. Â It will determine:
- How expensive is the plan?
- How is the plan performing?
- Does it have the right fiduciary protection?
- Are the investments performing appropriately?
- Are there any potential opportunities to improve it?
In addition, our free retirement plan benchmark will provide current market quotes to determine if there are better and more affordable options currently available.
Insurance Services
As an open architecture firm, we are not tied to any specific insurance company. As such, we do not push products that insurance companies want us to, nor do we have insurance quotas to meet.
We focus on understanding your insurance needs and finding the products that best service your insurance goals. When it comes to insurance planning, we can help both individuals and organizations with:
Individual Insurance Services
Langan Financial Group provides numerous insurance services to individuals including:
Group Insurance Services
Langan Financial Group provides numerous group insurance services to organizations including:
Schedule a Chat with a Financial Advisor
If you have any financial planning questions or concerns, please feel free to contact us for a free consultation.
You can reach us at 717-288-1880 or visit our contact us page to send an inquiry. We will be sure to respond within 24 hours.
FREE Benchmark Comparison Services
Financial Advisor Locations:
Disclosure: Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Cambridge and Langan Financial Group, LLC. are not affiliated. Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AL, AZ, CO, DE, FL, GA, IA, KY, MD, NJ, NM, NY, NC, OH, PA, TX, VA, WI Cambridge and Langan Financial Group does not offer legal advice. Estate planning services are in regards to your overall financial plan. Always be sure to speak to a legal professional in regards to specific legal matters. Fixed insurance services offered through Langan Financial Group.
Testimonial/Endorsement Disclosure: The testimonials may not be representative of the experience of other customers. The testimonials are no guarantee of future performance or success. All of the testimonials/endorsements are clients with the exception of Steven Martinez of York SPCA. There was no cash nor non-cash compensation for any of the testimonials provided.
© 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
