Roy Larsen, CFP®, AAMS®
Cumming, Georgia, 30041
Member Since 2007
Rather than try to be all things to all people, we specialize in working with those who are approaching 50 years of age or older and are looking to address the next chapter of their life. Typically, a triggering event has occurred such as a pending retirement, divorce, death in the family, or sale of their business. We help you with the next phase through education on the latest techniques to accumulate, grow, preserve, and harvest your wealth in the most tax-efficient manner. We also address healthcare and estate planning strategies to ensure the whole of the person is protected and the extended family is incorporated into the plan. As no two families are the same we only produce custom plans and strategies using all available resources.
My Location
Background Information
Years of Financial Experience
- 12
Education
- Temple University (BS, Business, 4 years)
- College for Financial Planning (RPC, AAMS, CFP pre-study)
Certifications and Designations
- CFP®
- AAMS®
- RPC
Association Memberships
- Financial Planning Association
Methods of Compensation
- Financial Planning: Hourly fee, Fixed fee
- Investment Services: Asset-based fee
Primary Custodian(s)
- LPL Financial
Types of Financial Reports
- Performance Report (Semi-Annually)
- Market Environment Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
- Other
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- Investment Advisor Representative
- CRD/IARD Number: 4241890
- Securities Registrations: Series 7, Series 24, Series 63, Series 66
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Broker/Dealer: LPL Financial
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Alabama
- Florida
- Georgia
- New Jersey
- North Carolina
Disclosure(s)
- View StatementSecurities and Advisory Services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC
- View Statement
Planning Services
- Financial Planning, Retirement, Estate, Charitable, Tax, Hourly, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios, Option Strategies, Alternative InvestmentsLarsen Wealth Management treats investing as an art form and offers a multitude of strategies to help you reach your goals. We do not follow the herd neccessarily and use instead our time tested methodologies and techniques to balance risk and return.
Investment Products
- Mutual Funds, Securities, Hedge Fund, Derivatives, Commodities, Currencies, REITs, Equity, Mortgages, Limited Partnerships, Most of the universe of products are available
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Health, Estate related
Visit Website - http://www.investinretirement.net
Roy Larsen
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Investing properly if done correctly is the equivalent of watching grass grow and the time spent watching each should be the same.