Mark Lange, AIF, RICP
Mark founded Prudent in 2014. He specializes in working with college executives, retirement plans on
the for-profit side, and retirement distribution strategies for transitioning retirees.
"My journey to build Prudent started when my dad was given the opportunity to retire and take his pension or a buy out from his company with some additional options. After I finished up the analysis, I realized that the landscape of retirement planning was changing forever. We were leaving the golden age of pensions, and now entering the age of the 401K."
- Accredited Investment Fiduciary (AlF) designation
- Retirement Income Certified Professional (RICP) designation
- Chartered Retirement Plan Specialist designation (CRPS)
- Chartered Retirement Planning Counselor designation (CRPC)
- Upsala College, Business Administration and Finance
- Accredited Wealth Management Advisor
- CRPC designation conferred by College for Financial Planning.
- CRPS designation conferred by College of Financial Planning.
- RICP designation conferred by The American College.
- AWMA Designation conferred by College for Financial Planning
Brian Cody, Wealth Manager
In 2017 Brian Cody joined Prudent as a partner. He is an Adjunct Professor at Fairleigh Dickinson University teaching Retirement Planning and Investment Planning for a Certificate Program in Financial Planning, courses that are required to prepare for the CERTIFIED FINANCIAL PLANNER (TM) exam. Brian specializes in working with successful small businesses and non-profit retirement plans, as well as retirement distribution planning.
"I believe there's brilliance in simplicity. Every investor should understand the underlying investment strategy before they make the commitment. This allows the investor to properly respond when things don't go as planned. When I am done with a financial plan and an investment strategy, I always revisit it
to ensure we have honored this principle."
- Union College, Masters in Mechanical Engineering
- United States Merchant Marine Academy, BS in Marine Engineering Systems Design
WHO WE WORK WITH
When people ask us who and what we are, we often reflect back on why we decided on this career. Simply, it was the desire to help others navigate the perplexing areas of finance in their lives. We are retirement planners. Through the years, we realized we had some groups of people we were natural fits with. The unique aspects attached to their situations allowed us to become well versed in the challenges they faced and be the retirement planners they needed.
We thought it would be helpful to give you an idea of the people who we enjoy applying our areas of expertise with.
Small Business Owners
Small business owners who want to put a retirement plan in place that doesn’t demand that they become integral parts of its day to day and annual operations, as well as mitigation of the fiduciary responsibilities that come with being a trustee for their plan.
Free Guides for Small Business Owners: 10 Questions to Determine if a MEP is the Right Type of Retirement Program for Your Organization and Should You Manage Your Own Qualified Retirement Plan or Get Help?
College executives who are looking to maximize their employer options, as well as the external alternatives to create a comprehensive approach encompassing portfolio, protection and legacy planning into seamless transitions.
High Net Worth Individuals & Families
High net worth individuals and families who have a desire to preserve their family legacy while getting as much relief from taxes as possible, yet also being good citizens of their communities by employing their philanthropic objectives at the same time.
Download a Free Guide: 10 Questions to Ask if You're Considering Adding Advanced Planning Professionals
Successful Individuals Transitioning Into Retirement
Successful individuals transitioning from their working careers into retirement, who need assistance analyzing company retirement options with social security, portfolio management, and legacy planning strategies.
Download a Free Guide: What’s Keeping Retirement Savers Up At Night?
Let Us Help You Achieve Your Retirement Goals
Schedule a Free Consultation With Our Retirement Planners