Jeffrey A. Lang, CRPS
Jeff is a Chartered Retirement Plans Specialist with a passion for helping his clients preserve and grow their wealth using the most tax-efficient strategies available in the market place today. With 29 years of experience as a licensed professional in the financial services industry, Jeff founded Prism Advanced Strategies, LLC expressly to deliver customized solutions for executives. doctors groups. business owners and other individuals looking to maximize their tax-deductible savings. In implementing cutting-edge ideas for his clients, Jeff works alongside a network of professionals that include some of the brightest tax, legal, and financial planning experts in the country.
Jeff began his career in 1981 as an insurance agent with Western Southern Life in Sandusky, Ohio. He later joined MetLife Financial Services, where he expanded his financial knowledge serving as an investment adviser representative and earning the Life Underwriter Training Council Fellow (LUTCF) professional designation. In 2000, still not satisfied with the scope and quality of products he could offer his clients, Jeff cofounded Prism Financial Group, LLC, an independent insurance and investment broker that specializes in qualified retirement plans and executive benefits.
Jeff has been an active member of the National Association of Insurance & Financial Advisors (NAIFA) for more than 25 years, serving as president for the North Central Ohio chapter from 2001 thru 2003. He has taught numerous NAIFA insurance classes for agents needing to fulfill their Continuing Education (C.E.) credits, and has shared his expertise of insurance planning as a presenter for Lonnan Education to attorneys from all over the State of Ohio.