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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 5th floor of the West Seattle Corporate Center located at the corner of Delridge Way SW and SW Andover Street.

The LFG Team Welcomes M.S. Scharr Clients

MIDYEAR OUTLOOK 2021: PICKING UP SPEED

MIDYEAR OUTLOOK 2021: PICKING UP SPEED

LPL Research Midyear Outlook 2021: Picking Up Speed delivers market insights on what we can expect in the economy, policy, stocks, and bonds for the rest of 2021.

View the complete publication.

Helpful Content

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

 

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or another qualified retirement plan.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Rightsizing for Retirement

What does your home really cost?

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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