What does it mean when we say "We specialize in irreplaceable capital"? Quite simply, we solve every issue
surrounding the protection of a large lump sum.
Larsen Wealth Management Comprehensive Client Value
- Very competitive fees
- Complimentary Wealth Vision tool- Paid for by Larsen Wealth
Management, this integrated solution is designed to consolidate all of your accounts, assets and information
into one secure location. All balances are updated nightly based on information from your various financial
institutions and feeds into multiple reports than will allow you to monitor every phase of your life.
- Complimentary IDOC tool- Copies of your wiils, trusts, tax
returns, deeds to your house, insurance policies and beneficiary designations can be uploaded to a secure
online depository, safely encrypted but instantly available from anywhere. Use of tool plus all storage fees
are paid for by Larsen Wealth Management.
- Beneficiary Tracking Service- Larsen Wealth Management will
document and review all insurance and IRA beneficiary designations on a periodic basis.
- "I love you letter" - We will provide you with a template
to inventory every data point and contact in the event loved ones need to access information on
- Service Schedule in Writing- Customized to your
- Investment Policy Statement
Meet Roy Larsen.