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 2019 - FUNDAMENTAL: How to Focus on What Really Matters in the Markets
The LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is here to provide insightful commentary, economic and market guidance, and LPL Researches investment recommendations to help us navigate the year ahead.
View the complete publication.
Social Security: What’s Changing in 2016?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
A quick look at how federal income taxes work.
Can you keep up with your children’s mobile slang?
Second marriages are a trigger event to revisit any existing estate strategies.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What are your options for investing in emerging markets?
Around the country, attitudes about retirement are shifting.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There are three things to consider before dipping into retirement savings to pay for college.