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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
There are things about Social Security that might surprise you.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Do you have causes that you want to support with donations? Here are three tips.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here are five facts about Social Security that might surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?