James E. Larsen, Cfp® Email & Phone Number

As a business owner or corporate executive, have you given any thought to your exit strategy or encore career?Do you wonder if or when you might be able to make the transition.Have you thought or dreamed about your next career?What about life after paycheck?As a corporate executive or a business owner your work produces both cash flow and asset value. Whether deferring compensation or reinvesting profits, asset value is part of the return on your effort. If or when your job or business reaches a tipping point, then what? Will your assets be able to support you in the manner to which you have become accustomed? Transitions lie ahead. (and they may not all be voluntary) Will you be able to pursue your next endeavor?What about future cash flow? What will it be?What would we like it to be? What are the options?If current income sources came to an end, then what? Transitions lie ahead. Preparatory steps can be taken.Feel free to contact me:james.larsen@wfadvisors.com(704) 553-6354This information is intended for use only by residents of AZ, CA, CO, DC, FL, GA, IL, IN, MA, MD, MI, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA.California License: 0F4221 | Resident State: NC/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Retirement Planning, Asset Allocation, Small Business, Financial Advisory, and 8 others.

• 

  Miami University

  Paper Science & Engineering/Chemical Engineering