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Retirees
Your Focus is Retirement.
We’ll Handle the Finance.
We believe in setting up our clients for financial success and addressing their concerns head on so they can do the things they love in retirement and ultimately leave a legacy to those they love.
Retirement these days looks quite different than it did 30 years ago. Age isn’t necessarily the deciding factor anymore, pensions are going the way of the dinosaur and social security is always teeter-tottering on the verge of the proverbial economic cliff. Those on the verge of retirement have concerns and questions.
They see the ads on TV for a good investment or get a letter in the mail from a big name investment company, but they’ve had a poor experience with a “financial advisor” in the past and now emotions are introduced into their financial landscape and making decisions seems more daunting than ever.
There are typically two emotions now at a play – Fear and Legacy.
Fear says that the financial world is collapsing, and you start questioning whether you’ve saved enough for a serious downturn. Questions about taxes and inflation don’t help that mindset either so a retiree is frozen in making financial decisions.
Legacy fights against fear and creates a right mindset of building a high-net worth portfolio that will ensure that a retiree can comfortably retire, leave something to their heirs, and provide them with the means to give back to their local charitable organizations.
You Got Here.
Larson Will Get You There.
Building a legacy creates a ripple effect that not only changes your life, but the life of your family and the life of your community. Legacy lies at the heart of why Larson exists.
Our Clients Most Trusted, One-Stop Financial Resource
“My favorite thing about working at Larson is that I don’t feel that I have had to choose between my career and my personal life. Thanks to Larson, I have the opportunity to thrive in both areas. Larson is comprised of incredible employees across all departments, with one common goal – to empower all to flourish.”
Disclosure
“We have a similar philosophy towards finances and life in general; I rely on my Larson advisor’s advice to guide my financial decisions because I trust and respect him. I have already referred several friends and colleagues to him and will continue to do so.”
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“The Larson Foundation has left lasting marks upon Urban K-Life of St. Louis. Their sincere partnership and resources to help develop and nurture urban youth have been genuine, invaluable, engaging, and effective.”
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“Larson Financial provided my family with a great sense of peace and security as we embarked upon retirement. The team evaluated all aspects of our financial situation to make sure that every component (taxes, insurance, wills, trust, charity…) was covered.
The expertise that went into developing and pressure testing our individual financial plan is exceptional. We feel confident that our financial future is secure no matter what disaster the future might throw our way. “
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Retiree Resources
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