Larry Steckler, Cfp® Email & Phone Number

Larry provides financial planning services with consideration given to taxation, liability and estate distribution issues. He offers particular emphasis on family and business financial planning. Clients may benefit from his experience in goal setting and strategy development. Additionally, Larry offers significant experience in matching investment time horizon to investment mix, and in risk management techniques. He also provides financial plan implementation services to include equity and fixed income investments, risk management services through life, health and disability insurance products and referral services.Larry has extensive experience in developing capital accumulation and capital preservation strategies. He continues to devise programs for the pre-independence client/retiree client to maximize the potential for current income and eventual estate distribution objectives. Larry is able to bring real world experience and academic theory to bear when advising clients.Investment Adviser Representative offering advisory services through Blue Sky Capital Consultants Group, Inc., a registered investment adviser. Registered Representative offering securities through Independent Financial Group, LLC (IFG) a registered investment advisor. Member FINRA/SIPC. Blue Sky Capital Consultants Group, Inc. and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr. Suite 200. San Diego, CA 92130For a list of states in which we are registered to do business, please visit: http://www.blueskyccg.comInformation provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.