Welcome to Larson Financial Group, LLC
“True Wealth is all that money cannot buy and all that death cannot take away.”
As trusted counselors Larson Financial Group, LLC 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 5th floor of the West Seattle Corporate Center located at the corner of Delridge Way SW and SW Andover Street.
Helpful Content
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Rightsizing for Retirement
What does your home really cost?