William Lange, CLU, ChFC - Director, Advanced PlanningAs Director of Advanced Planning, Bill works primarily with owners of closely held businesses.His
practices is concentrated in the area of Executive Benefit (Perk) Planning, Business Succession/Exit Strategies, & Estate Distribution Planning.Bill
is in his
fourth decade of service to business owners.He
Chartered Life Underwriter and Chartered Financial Consultant designations from The American College
.Bill is currently a member of the Cleveland Estate Planning Council and the Cleveland Chapter of the Society of Financial Service Professionals.