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.
Introducing Midyear Outlook 2017
Thus far in 2017, an important shift has taken place in this economic cycle. The Federal Reserve has shown increasing trust that the economy has recovered and that market forces can keep it steady. Fiscal policy may now provide the backstop to the economy that monetary policy has provided throughout the expansion. The gauges say growth engines and market drivers may have changed: power down monetary policy, power up business fundamentals, and potentially take fiscal policy and economic growth off standby.
Here are the key themes LPL Research will be watching as we look ahead to the rest of 2017:
Monetary policy: Slow path to normalization. Maintaining economic growth without extraordinary central bank support will be key.
Business fundamentals: Now taking control. A focus on well-run businesses with the potential for earnings gains may favor active management.
Economic growth: Confidence not enough, yet. Business and consumer confidence has improved, but greater policy clarity may be needed to spur growth.
Fiscal policy: Pro-growth potential, but when? Fiscal policy support remains likely, but the timetable may be pushed back to 2018.
- View the complete Midyear Outlook: A Shift in Market Control, featuring forecasts for stocks, bonds, and the economy, as your guide for the remainder of the year.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Here's a breakdown of how the federal government spends your tax money.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
In the face of divorce, making changes to insurance coverage may be overlooked.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some key concepts to understand when investing for retirement
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.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Are you ready for retirement? Here are five words you should consider.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Are Real Estate Investment Trusts right for your portfolio?
The decision whether to buy or rent a home may have long-term implications.
Taking your Social Security benefits at the right time may help maximize your benefit.