Rick Larson Email & Phone Number

I help my clients make decisions about their money so they can spend more time doing what they love. My approach to wealth management strives to organize your wealth so that all the components of your financial life work together toward achieving the goals you most want for yourself, your family and your community. My goal is to have all of your challenges addressed and your entire financial situation enhanced. It goes beyond traditional investment ideas to encompass all types of financial needs throughout all phases of your life.I believe clients and their needs are more complex than our industry has acknowledged. Traditional wealth management relies heavily on asset allocation optimization. Its task is to find the best returns for a set of investments at an acceptable level of risk. But this approach often fails to adequately take into account a client's financial goals and personal priorities.My wealth management approach is arranged around a 5-step process that works together to help identify key challenges and implement a range of ideal recommendations. These 5 Steps are:1. Client Interview - Goals Discovery2. Develop Strategies3. Collaborate with Your Other Advisors4. Implement Strategies5. Conduct Ongoing Reviews and Make AdjustmentsGoals based wealth management offers a focused, consistent approach that can help uncover a deeper understanding of our clients' priorities and objectives, and develop strategies tailored to best achieve each goal. Using this consultative approach, by contrast, our clients can take into account unique specifications of the financial dimensions of his or her goals and risk attitude with respect to each goal.I welcome the opportunity to explore how I may be of assistance to you. Please contact me for help:* Goals Based Wealth Management* Portfolio Management and Strategy Implementation* Estate and Trust Services* Personal Retirement Strategies* Small Business Retirement PlanNMLS #1383182

Listed skills include Portfolio Management.