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
This FAFSA application season has been nothing short of a catastrophe for some families with college-bound students.
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
The S&P 500 index experienced its second consecutive weekly decline, dropping 1.6% amid concerns over higher consumer prices.
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
Why Larson? Larson has custodied billions at Schwab/TD Ameritrade for many years. In 2020, Larson joined the referral network now known as SAN (Schwab Advisor Network) and has had tremendous success partnering with Financial Consultants all over the country. It was evident when Larson joined the network that there are not many firms on the … Continued
Looking ahead to 2024, now is a great time to consider tax strategies in connection with general financial housekeeping. As your trusted one-stop shop for financial services, your Larson team wants to make sure you take advantage of every opportunity to maximize your tax savings while growing your wealth for the future.
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