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Craig Larson, CLU®
Larson Financial Advisors

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 Craig Larson

Craig Larson started in the financial services business after graduating from St. Olaf College in 1989 with a B.A. degree in Economics. From 1989 to 1996 he worked at Mass Mutual in Minneapolis as an insurance agent, then as investment specialist and investment sales manager for the branch. Craig established Larson Financial Advisors in 1996 as an independent firm to better meet the needs of clients. In 2011 this process was enhanced as Larson Financial Advisors became a Registered Investment Advisory firm and converted its investment operations to fee-only to provide the best and most unbiased advice possible.
Craig previously worked on the board of directors of the Minneapolis Association of Insurance and Financial Advisors. Craig acquired his professional designations of Chartered Life Underwriter (CLU) and Life Underwriter Training Council Fellow (LUTCF) and has served as an LUTCF class instructor.

From 2004 through 2009 Craig was the Minneapolis chapter president of S.O.F.A. (Society for Financial Awareness) and has given seminars and workshops at a number of local organizations including Donaldson, Cray, Courage Center, Medica, Digital River and the F.B.I.

Craig relocated his family from the Minneapolis, MN area to the Austin, TX area in 2016 and now operates an office in both locations.

Craig lives in Georgetown, TX with his wife, Maria Estella Larson, and their three children. Craig enjoys playing guitar, inline skating, hiking and drag racing (at the track, not on the street!).


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.

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General Information

Firm Start Year:   1996
No.of Employees:   2-4
Insurance License#:   38337
Name of Broker/Dealer:   N/A
Name of Custodial Firm:   Charles Schwab / TD Ameritrade
States Licensed in:   TX, MN
Number of Years with Current Firm:   24
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.
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:   Portfolio Management, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management

Services

Investment Types:   Annuities, Insurance, Stocks, Mutual Funds, Bonds, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Email, Via Phone, Our Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Long Term Care, Annuity

Firm Information

Firm's Number of Managed Clients:   140
Assets Managed by Firm:   $60 million
Advisor's Number of Clients:   140
Advisor's Number of Managed Clients:   140
Assets Managed by Advisor:   $60 million

Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets
Additional Details on Charges:   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.

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Financial Services

Portfolio Management

We are a fee-only 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.

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 Planning & Mitigation

We work in conjunction with a client's CPA to provide a coordinated estate plan. We help focus on long term tax mitigation strategies.

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.


Faqs

Do you have a customer satisfaction or refund policy?

We aim to please, so there is no contractual time requirement and any usused advisory fees are refunded if a client decides to end our business relationship.

Why should I choose you as my financial advisor?

I have a B.A. in Economics, the CLU designation, and have studied investment technics and risk management from some of the industry greats.

What are your qualifications? What is your education background?

Listen and understand the clients needs, wants and objectives. Keep things simple and understandable so that they can easily execute their plan.

How do you charge for your services?

Investment account management including 401(k), IRA, Roth, trusts, etc. Retirement planning and analysis.

How are you compensated? How will I pay for your services?

160

SEE MORE  

Disclosures

www.larsonadvisors.com

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 3:00 PM

Communities Served

Austin Bertram
Cedar Park Georgetown
Leander Liberty Hill
Round Rock
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