Your Complimentary Retirement Assessment

We Come to You!
We work with our clients in the comfort of their homes, regardless of State. No need to look at our address and wonder if we are too far away! 

WHY: To help you make an informed decision about working together.

WHAT:  A complimentary retirement assessment. We will show you step-by-step how you can improve your odds of success before paying us a single dollar.

WHO:  Savers over the age of 50 who have accumulated investment & retirement assets of approximately $750,000.00 or more. (Excluding real estate.)

No Cost

We want you to know exactly how we help before you pay us a single dollar.

3 Big Answers

You will finish with answers to the three biggest questions about retirement.

15-Minute Call

The very first step is a 15-minute call with our team.

 

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Your Complimentary Retirement Assessment

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1. Schedule Your Call

A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Cardiologist if you needed foot surgery. If we aren’t the right financial planning firm to help you, we will happily point you to the right expert for your unique needs.

2. Team Meeting

Like a doctor, it’s important to diagnose before we prescribe.
The next step is a visit to our office. During this one-hour meeting, our team will get crystal clear on your financial goals, needs, and concerns.
Before this meeting, we will request a few important documents. This data will drive our analysis and result in answers to the three critical questions.

3. Analyze

We will apply 20+ years of experience, decades of Nobel-prize winning research, and thousands of hours of training to answer three critical questions for you:

1. Are you on track to reach your long-term goals (e.g. retirement, or work-optional)?
   
2. How can your tax bill be reduced?
3. How can your investments be improved?
   

4. Review Analysis

With the analysis complete, we will have a second meeting to review the results. In plain English, we will explain exactly what you need to do to reach your financial goals. We will also answer the three critical questions we asked during our analysis meeting as well as other areas you will want to address in your long term plan.

5. Think About It

We are looking for long-term client relationships, not a quick transaction. It’s important that you take as much time as needed to make a decision.

To help you make a smart decision, answer these questions:

1. Do I like, trust, and respect the Larsen Wealth Management team?
   
2. Do the benefits outweigh the cost?
3. Do I understand and agree with their investment approach?
4. Do their financial planning recommendations make sense?

We will follow-up within a few days to determine how you would like to move forward.

Step #1: Schedule a 15- Minute Phone Call

CLICK HERE TO SCHEDULE

How Do I Know If I'm a Good Fit?

We deliver the greatest value when the expertise needed is focused on the many complex situations that occur
​in the final accumulation and distribution phase of retirement. Our typical clients are:

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Professionals or Small Business Owners over age 50 who are retired or want to know they have the ability to retire one day.

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Diligent savers who have accumulated investment and retirement assets of approximately $750,000.00 or more.  (Excluding real estate.)

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People who want to delegate all retirement planning and investment management to an expert so they can spend time on things that matter most to them.

Still Have Questions? Keep Reading.....

How Does Larsen Wealth Management Make Money?

We are a fee-only (a.k.a. commission-free) retirement/wealth planning firm. Our fees depend on the complexity and needs of the client and are a transparent line item on every quarterly statement.

Some financial advisors are either fee-based or commission-based, which may cause fees to be hidden, not fully disclosed or create conflicts of interest. NOT at Larsen Wealth Management.

Our transparent fee is inclusive of all initial and ongoing financial planning as well as the management of all your investment accounts.

Do You Offer An Hourly Or One-Time Project Fee Option?

We do our best work with people looking for a long-term relationship. Currently, our firm is not equipped to offer an hourly fee schedule or a one-time project fee option.

How Are You Different From Other Financial Advisors?

There are three really important things about our firm that separate us from others:

1. All we do is work with those who are retired or close to retiring. We are successful retirement living specialists with a simple goal of making sure you don’t run out of money.

2. We limit the number of new clients we take on to deliver massive value and personalized service.

3. We invest in industry-leading technology to simplify our clients’ lives and make retirement easy.

Why Should I Consider Hiring Larsen Wealth Management?

Great question! But first, let us explain why you shouldn’t hire us.

If you’re looking for an advisor who will trade stocks to “beat the market,” you’re in the wrong place. Why? Because we only focus on what you can control. Predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control.

But if you’re interested in things like lowering your tax bill, investing smarter, and creating a retirement income stream just for starters, you’re in the right place.

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Step # 1: Schedule Your 15- Minute Phone call

This phone call will give us both a chance to make sure your situation matches our expertise.