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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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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.