Your challenges

• Achieving financial independence from your business or career position
• Knowing how much you'll need to save for a comfortable retirement when life expectancy, inflation, and investment returns are factors you cannot control
• Helping your child realize his or her potential when college costs continue to rise
• Managing the conflict between how much retirement capital you need and how much to transfer to the next generation
• Determining the right investment allocation to gain long-term returns
• Allocating your investment portfolio when your goals might change over time.
• Reducing risk in your portfolio
• Keeping your financial goals current, and your plan up-to-date

Our approach
We specialize in serving high-net worth individuals; so we understand that financial decisions are intensely personal. But no one person can do it all. With a LarsonAllen Financial advisor, you gain access to a close-knit team of financial professionals.

Our team is unique in its depth of experience. We’ll coordinate income tax planning, retirement planning, estate planning, investment planning, and risk management planning to help you create financial independence. Together, we’ll take the goals you desire, align it with your current financial information, and develop a plan tailored for you.

Some of the tools
Financial planning includes meeting with a financial planner to discuss the goals you desire to achieve, your current financial information, and assumptions used to develop the plan.

• Financial goals and objectives development
• Charitable giving strategies
• Wealth transfer strategies
• Cash flow analysis and projections
• Coordination with other advisors (i.e., attorney)
• Estate tax planning/projections
• Insurance/risk management review
• Implementation of recommendations