Tel: 512-910-2722 13625 Ronald Reagan Blvd Building 10 Suite 100 Cedar Park, TX 78613
Helping People Build, Protect, and Enjoy Their Wealth
About Larson Financial Advisors
We are a fee-only investment advisor and use an 'advance and protect' strategy to minimize market
losses during negative markets and rank and compare sectors and options to find the best trending
holdings in positive markets. We are registered with the state - rather than with a firm - so
that our one loyalty and commitment is to you - our client - and not to 'wall street' or special
interests. Typical accounts we can manage: IRA, Roth, 401(k), individual, joint, trusts.
Austin metro area, Bertram, Cedar Park, Georgetown, Leander, Liberty Hill, Round Rock
Number of Years with Current Firm:
30
Work Experience:
Worked in the financial services industry since 1989. I've worked for big firms and small firms and come to the conclusion that the only way to properly serve clients is as a fiduciary, fee-based independent investment advisor. We work for YOU, and not some firm.
Once we understand a client's situation and the scope of services and management we'll be happy to provide a proposal with specifics on fees and service model.
Firm Information
Firm's Number of Managed Clients:
160
Assets Managed by Firm:
$95 million
Advisor's Number of Clients:
160
Advisor's Number of Managed Clients:
160
Advisor's Number of Planning Clients:
160
Total Assets Under Management by Advisor:
$95 million
Portfolio Management
We are a fee-only Fiduciary investment advisor. Our methodology is primarily 'quantitative', meaning that we rely heavily on mathematics to make portfolio decisions and not wall street analysts or projections.
Retirement Planning
We will listen closely to your goals and concerns, and help
you maximize your retirement assets. We develop retirement financial plans for families to help you retire as early as you'd like and stay comfortably retired.
Education Funding and Planning
We help clients structure their plan to minimize their out
of pocket costs for college, not just save for it.
Investment Management & Advice
We hate pies. Not the food kind - the fixed 'buy and hope'
type models that most advisors use. We think that
portfolios should be flexible and adaptive to changes in
market trends and risk levels. If you want an advisor that
will actually pay attention and make or recommend changes
on a timely basis, then you will love what we can do for
you. We can also help clients manage accounts like 401k's at their current employers
that cannot be directly rolled over to another firm yet.
Wealth Management
We help advise clients on their entire financial picture on
one secure, easy portal.
Money Management
We manage money directly in-house with time proven methodologies and strategies.
Our strategies are 'quantitative' or math-based
to help you rise above the Wall Street noise to make well-
calculated portfolio decisions. This helps take the emotion
out of investing so you can sleep better at night.
Financial Planning for Businesses
As a business owner for the last 25 years we have a high level of experience with privately held businesses.
Insurance Planning
Through our independent agency: Tax Advantages Retirement Consultants, LLC we provide life and long term care insurance. We shop a wide array of carriers to find the most competitive products.
Annuities
Through our independent agency: Tax Advantaged Retirement Consultants, LLC we provide fixed and indexed annuities. We shop a wide array of carriers to find the most competitive products.
Estate Planning & Trusts
We work in conjunction with a client's attorney to provide a coordinated estate plan.
Tax Advice and Services
We work in conjunction with a client's CPA to provide a coordinated estate plan. We help focus on long term tax mitigation strategies but do not file tax returns or provide tax-return advice.
Risk Management
We are advocates of using techniques to reduce risk of loss in stock and bond markets. Buying and holding securities presents a large risk to investors, specifically those at or near retirement. By using risk management methods we aim to minimize the loss potential of 'bear' markets such as 2008 and 2000-2002.
Financial Planning for Individuals
We are happy to provide comprehensive financial planning for individuals and families.
Financial Advice & Consulting
We provide financial advice and consulting for individuals and families.
401K Rollovers
Yes, we work with individuals and families on employer retirement plan rollovers, and can also directly manage 401k plans for clients at their current employer.
Do you have a customer satisfaction or refund policy?
Why should I choose you as my financial advisor?
What are your qualifications? What is your education background?
How do you charge for your services?
How are you compensated? How will I pay for your services?
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family.
Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser,
and operates through various subsidiaries and brands that provide financial education.
WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform.
WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or
financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
