Earn. Invest. Enjoy.
At Larson Wealth Planners, our goal is to help you pursue what you want out of life. A comfortable retirement. Confidence in your financial security. Passing on a legacy. Your dreams for the future require planning—and a financial partner in whom you can have confidence. We'll help to map your journey, so you can enjoy the ride.
Get Ready for Retirement
As you enter your final working years, uncertainty about the future is normal. At what age can you live without a regular paycheck? When should you take Social Security? Will you outlast your money? Financial planning can answer all these questions and more.
- FINANCIAL PLANNING
Quality planning is what powers your quality of life. We’ll assess your current circumstances and short-term needs and design a plan around what you want for the all the years to come. Our approach is tailored to your unique goals.
- INVESTMENT MANAGEMENT
An investment portfolio is an important component of your financial plan, but you must be invested in the appropriate places to give you the greatest probability of success in reaching your long-term goals.
- RETIREMENT PLANNING
Planning for retirement is about more than understanding when you can stop working. The choices you make today impact your ability to maintain quality of life after you retire.
- LEGACY PLANNING
At Larson Wealth Planners, we guide clients through the process of creating an estate plan that strives to minimize taxes, protects loved ones and transfers assets to future generations.
The Larson Wealth Planners Way
Our process starts by discovering what’s most important to you. We gather data to understand your current circumstances and short-term needs, and together, we’ll prioritize your goals for the future. Then, we’ll build a financial plan that includes tax-smart strategies for your investments, retirement and legacy. After your plan is implemented, we continuously monitor and modify tactics to help you stay on track.
Barbara R. Larson, CFP® CPA
Wealth Management Advisor
Brittany Larson, EA
Wealth Management Advisor & Tax Specialist
Hope Todt, EA
Tax Specialist & Wealth Management Coordinator
Josh Macip
Client Relationship Coordinator
Scout
Client Canine Companion
