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The Value of an Advisor
How much does an advisor cost? It’s a common question, but should you instead be asking, “How much value does my advisor provide?”
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Margaret A. Leto
business administrator & sr. paraplanner As Business Administrator & Sr. Paraplanner, Margaret oversees the intricacies of operations, including marketing, onboarding, event planning, and client engagement. An engaging and passionate customer service expert, she is committed to anticipating her clients’ needs and exceeding their expectations. Before joining WorkOptional in 2017, Margaret was the Marketing & Membership … Continued
Generational Planning
On average, it only takes three generations for a family’s wealth to be lost. Learn from one family’s mistakes and avoid the third generation curse.
Kyle Wort
Senior Financial Advisor Kyle Wort joined Larson Financial Group in 2012. He made the move to Larson Financial Group after 5 years in the financial industry, including experience at both a large financial investment company and a smaller registered investment advisor. Kyle provides knowledge of financial planning accompanied by a compassion for great client relationships. … Continued
Rick Frith
Senior Financial Advisor Rick Frith is a partner and senior financial advisor who focuses on providing doctors and dentists with financial guidance, education and concierge planning services – allowing Rick’s clients to focus on their passions and create greater life balance. Since entering the financial industry a decade ago, Rick has guided his clients in … Continued
The FAFSA Fiasco
This FAFSA application season has been nothing short of a catastrophe for some families with college-bound students.
Oakmont Financial
Together Scott & Michelle Harris founded Oakmont Financial Group in 2006. They envisioned providing clients with a higher level of service and created an independent firm in order to sustain individualized attention and response. Scott wanted to offer a diverse assortment of investment options to meet the needs of his clients. The following year, Michelle … Continued