Recent data released by LIMRA, an international association of life insurance financial planning companies, found that 40% of Americans have no life insurance and half of those who do are underinsured1. This is especially odd considering that life insurance rates are now at all-time lows. In just the past decade, the cost of basic term … Continued
Market volatility picked up significantly over the last couple of weeks. Tech-heavy equities sold off rapidly, while interest rate sensitive bonds saw a rally.
Services Our Process Clients Contact Advisors at this Branch How we Serve Market Turmoil. Global upheaval. Conventional wisdom has failed. It’s time for an alternative approach to building and protecting wealth that puts the investor first. BUILDING AND PROTECTING YOUR PORTFOLIO Rule #1: Create a wealth accumulation strategy that reduces risk and aligns with your … Continued
A message from Brandon Barfield “SLP’s goal is to build a financial bridge from graduation to practice. Our partners at Larson take the next step to help clients create a financial plan that takes them through retirement. What separates Larson’s advisors from other firms is understanding of contract language, their dedication to protecting a client’s … Continued
The first-year contract you sign post-residency or fellowship sets the base for your entire career. Not only do future salaries, benefits and bonuses all build on what you earn today, but having the right safety net now can protect you in the event of a termination or malpractice claim which can threaten your family’s financial … Continued
Financial Planner, CFA® Matt Lavoie is a seasoned financial planner with a wealth of experience in guiding clients through their financial journeys. He earned his Bachelor’s degree in Finance from the University of North Carolina Wilmington in 2006 and has since built a distinguished career marked by his commitment to excellence and strategic insight. Matt … Continued
Wealth Advisor Michaela Speer graduated from Wayne State College with a Bachelor of Science in Finance. While at Wayne she was a four-year starter for their nationally ranked volleyball team, which made an appearance in the Final Four. Michaela holds her Certified Financial Planning® (CFP®) and Charted Financial Consultant® (ChFC®) designations, is registered with the Securities … Continued
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