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.

Larsen Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Larsen Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Larsen Wealth Management, LLC unless a client service agreement is in place. 


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Photo used under Creative Commons from moonlightbulb