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Please list your name and 3 possible times you will be available
We will confirm by e-mail with one of your times and a link to your personal webinar. The screen share session only last about 15 minutes where we will review your submitted score versus how your assets are currently being invested. |
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Roy will also show you the stress tests of how your portfolio would perform in various market conditions.
If you would prefer an in home visit instead, please call or e-mail Roy for a date. - Thank you! |
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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.
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.
