Caveat Emptor
If you do agree to meet with one of their financial advisors, you should go in with your eyes open and ask all of the same vetting...
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Independent is Better
The #1 reason why people seek an independent financial advisor is because they know that the advice they receive is not influenced by sales incentives or directives. There is often a candor to the discussion that may not always be present at a bank or a brokerage.
An independent financial advisor is free to offer investments from dozens, maybe hundreds of companies, rather the investments of a single company. In addition, that independent advisor can unhesitatingly tell you if an investment is or isn't appropriate for your financial situation.
When it comes to the financial future, no one wants to be "sold"- just advised.
President of the firm Mr. Victor Larsen has over 35 years of experience and is certified as both a Public Accountant (CPA), Financial Planner (CFP), and Chartered Life Underwriter (which certifies expertise in risk management, estate, trust, and asset protection planning).
Larsen Financial Management is a Financial Advisory Practice focused on customized Wealth Planning and Investment Management. We focus on helping successful professionals, entrepreneurs, and retirees translate their hard work into financial independence.
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