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Welcome to Larson Financial Group

“True Wealth is all that money cannot buy and all that death cannot take away.”

As trusted counselors Larson Financial Group partners with goal-oriented families to navigate life transitions, advancing their values, assets and legacy.

We help our clients identify where they want to go, offer advice on how to get there, and help them maintain a disciplined strategy to work towards their dreams.

We provide comprehensive financial planning and asset management services for individuals, families and non-profit organizations.

Our services include hourly consultation, comprehensive planning and fee-based investment management.

Where do we begin? Give us a call to arrange a complementary conversation with Bill Larson - either by phone or in our office.

When you contact us during business hours your call will be answered by a knowledgeable person trained to help find answers, set an appointment and address any concern.

Our office is on the 2nd floor of the West Seattle Corporate Center located at the corner of Delridge Way SW and SW Andover Street.



Helpful Content

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

 

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Brexit Strategy

Do you know how Brexit will affect you?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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