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.
MIDYEAR OUTLOOK 2020: THE TRAIL TO RECOVERY
The LPL Research Midyear Outlook 2020: The Trail to Recovery is here to guide us on the path to economic and market recovery and what to expect in the 2020 elections.
View the complete publication.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
How to help determine life insurance needs to provide for your family after you pass away.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Five creative (and inexpensive) ideas for motivating your employees.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Tax preparation may be the perfect time to give the household budget a check-up.
Lifestyle considerations in creating your retirement portfolio.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Understanding the cycle of investing may help you avoid easy pitfalls.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you have causes that you want to support with donations?
When do you need a will? The answer is easy: Right Now.