A CFP® (Certified Financial Planner) and a former CPA.
Has helped solve complex financial planning for 20+ yrs.
Member of Wealth Management Think Tank.
A financial advisor think tank that meets monthly to discuss investment strategies and planning opportunities.
Larry is approached regularly by the respected journals.
“Journal of Financial Planning”, and “The Wall Street Journal”.
RETIRE RIGHT BOOK
Lots of People Retire Wrong. Learn How to Retire Right.
If you don't know the why's for the steps to take in retirement planning, then you will be navigating a path in the dark. Think of this book is a user-friendly why to the how to's of retirement planning and one of the first steps towards retiring successfully.