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.
Presenting Outlook 2018 - Return Of The Business Cycle!
The LPL Research Outlook 2018: Return of the Business Cycle highlights the opportunities and potential challenges that may lie ahead for market participants as we get back to the traditional drivers that we’d expect to push the economy and markets forward.
View the complete publication, featuring insightful commentary, as well as economic and market guidance for 2018.
Getting Ready For Year-End & The 2018 Tax Season
Year-end is approaching and being prepared is the best way to make this tax season your easiest yet. Click here for some of the important information and tools you will need to help you get ready. As always, meeting with your financial advisor early and often will ensure your questions are answered. Getting Ready For Year-End & The 2018 Tax Season
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Lifestyle considerations in creating your retirement portfolio.
Tips on insuring your teen driver.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Understanding the cycle of investing may help you avoid easy pitfalls.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.