Offers opportunities for investments that can provide lower fees, better management, and superior results. Allows clients the option to continue using existing financial professionals, with whom they already have a relationship, while still involving us in their strategic plan. Provides ongoing transparency that explains to clients the true return on their investments.
Provides the freedom to form strategic alliances with independent investment professionals whom we consider "best in class". Allows the flexibility to discontinue an affiliation of any investment that does not perform to our expectations.
Provides the freedom to form strategic alliances with independent investment professionals whom we consider "best in class". Allows the flexibility to discontinue an affiliation of any investment that does not perform to our expectations.
Services
Integrity is the cornerstone of our company. We are committed to avoiding conflicts of interest and remain dedicated to the highest standards in every activity with which we are involved. Trust is the basis for every client relationship and we are proud to work closely with our clients who share a common focus and dedication.
As a Certified Financial Planner, a Chartered Life Underwriter and a Registered Investment Advisor, Larry specializes in helping baby boomers and retirees grow, protect and transfer wealth. Larry has a broad depth of experience in investment management, tax strategies, retirement planning, estate planning and helping clients secure their financial future.
A CERTIFIED FINANCIAL PLANNER professional or a CFP practitioner is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While others may call themselves financial planners, only those who demonstrate the requisite experience, education, and ethical standards are awarded the CFP mark.
Wealth management is an extension of the comprehensive financial plan. For our wealth management clients, we implement a comprehensive plan and provide ongoing investment management and planning strategies. Comprehensive financial planning as practiced by our company is a multi-faceted process that is focused on our client's financial goals.
We provide comprehensive financial planning via a well-defined process requiring specific information. Step 1: Initial Client Consultation - The initial consultation takes place either in person or via phone. The consultation is an introductory meeting, and provides us an opportunity to learn more about the prospective clients and his or her needs.
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