Ted A. Lange

Ted A. Lange, CFP®

MLO, Partner

Ted A. Lange Sr. CFP® is a Certified Financial Planner with over 30 years of experience in Retirement Planning  for just retired or soon to retire  individuals and families using home equity strategies pay for the unexpected that can destroy your retirement plan

As a partner and founder of Legacy Equity Advisors and co-owner of Legacy Mortgage Advisors  and Senior Life Source Inc, Ted works with clients to explore real estate and financing options that support their long-term goals.

His areas of focus include:

Ability to work closely with your Financial Advisors

Home equity strategies to support cash flow and financial flexibility

Real estate planning for downsizing, rightsizing, or relocating

Funding strategies for aging in place or future care needs

Ted is comfortable working  with your Financial Advisor, CPA and other professionals to ensure you have a financially Stress Fee Retirement

He provides Competent, Objective Advice so you make informed decisions aligned with your goals.

Mortgage services are offered through a licensed lending entity. Not all services are provided under the real estate brokerage license.

Ted A. Lange

Ted A. Lange, CFP®
MLO, Partner
(760) 753-1568
Ted@LegacyEquityAdvisors.ai
NMLS#455531, CFP ID#35581, DRE#02193796