Private Wealth Management.
“Two roads diverged in a wood, and I - I took the one less traveled by, and that has made all the difference.” ~Robert Frost
Suddenly, a Windfall of Wealth?
As seen in South Lake Neighbors Magazine (June 2019)
By Marc D. Langva, CFP®, Founder & CEO at WorkOptional
Picture this…you just received a big inheritance, a large settlement, a huge sports contract, or better yet, you just won the lottery! No worries now, right? Wrong.
+ View Full ArticleSecret Retirement Killers. What No One Is Talking About. Confusing Investing With Financial Planning.
As seen in South Lake Neighbors Magazine (March 2019)
By Marc D. Langva, CFP®, Founder & CEO at WorkOptional
Why do you save? Why do you invest? What is all that hard work for? What is your purpose? It’s because you have a vision, a dream, and certain expectations for you and your family’s future, right? If you answered yes to this question then I’ll assume that you have some sort of plan in place. If you don’t, you’d better get moving…
+ View Full ArticleWorkOptional Book
What are the secrets to financial security?
Our book can help you answer just this question. Discover the 13 secret retirement killers today!
Press
Marc D. Langva CFP®, Jason P. Clark MBA, CFP®, and
Jaime L. Langva CFP® were awarded Five Star Wealth Manager status for best in client satisfaction as seen in Minneapolis/St. Paul and Twin Cities Business Magazines. Click learn more for details about the individual awards and read the full disclosure.
© WorkOptional, Inc. All Rights Reserved