As we get older, things don't necessarily get simpler. In many respects, it gets more complicated. More assets to track, paperwork piling up in files and accounts everywhere. Introducing the LWM Family Wealth Map System. A secure way to link all of your accounts and financial information in one place, readily available to you wherever you may be. This robust state of the art personal website is a complimentary value added tool for our wealth management clients and features the following:
Organizer- Intuitively helps you consolidate all important financial accounts and family information
Aggregation- A consolidated view of your accounts providing real time updates.
Budget and Spending- Track your spending habits and monitor cash flow.
Investments- Interactive charts and a general  summary of your financial accounts. (We provide a a more detailed look through Morningstar)
Secure Vault- Unlimited downloads allowing you to back up all of life's important documents.
Retirement Module​- Income planning, social security optimization and more!
Tax Planning- Distribution strategies, Roth conversion and tax forms.
Medicare & Estate- Helpful tips and flow charts
Reports & Task lists- Easy to understand cash flow reports and tasks for you or your advisor to follow up on with reminders.
The acronym "RIA" stands for Registered Investment Advisor.  It is not a designation, credential, endorsement, membership organization, or award.  A RIA is a professional advisory firm registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators.  Registration is not an endorsement by the government, nor does it mean a government agency approves an advisor or reviews its qualifications.  Registration does not imply a certain level of skill or training, nor does it guarantee success or future performance.

To learn more about working with an independent RIA, visit www.riastandsforyou.com.  By clicking on this link, you will leave the website of Larsen Wealth Management, LLC  and will enter a third-party website managed by Charles Schwab & Co., Inc. ("Schwab") that provides educational content for investors.  This third-party site is not affiliated with Larsen Wealth, nor is Larsen Wealth responsible for its content. Larsen Wealth has made no judgment or warranty with respect to the accuracy, timeliness, completeness, or suitability of its content.  The link is provided by Larsen Wealth solely as a convenience to you, and your use of the site is at your own risk.  Larsen Wealth Management is independent from and not affiliated with Schwab; however, Larsen Wealth Management uses Schwab for custody, trading, and operational support.

Photo used under Creative Commons from moonlightbulb