My name Roy Larsen and I am a fee only, Certified Financial Planner and fiduciary. Lastly, for eight consecutive years we have been named a 5-Star Professional in the category of "Best Wealth Managers in Atlanta".
We specialize in what we call "Chapter Two" issues. Typically, around the age of 50 our clients are looking out to the future whether that is a traditional retirement, a new direction, or something in between. As such, we concentrate on appropriate investment and income strategies, risk management, distribution techniques, tax efficiency, health strategies, wills and trusts, social security optimization, etc.. 95% of my clients are past the age of 50 and I personally serve them in their homes which currently encompasses 8 states. For many, we pick up part or all of the cost to create a trust and will package. We also offer access to residential and commercial lending as well! Bottom line, we offer one of the most comprehensive advisory packages available, inclusive of tools to help you simplify, plan, gauge risk, track and organize.
Lastly, we feature a smaller client base for maximum attention and work only with those who wish to delegate all of these tasks to their CFP®, so they can spend more time enjoying their lives. We do not offer planning only nor project work.
Here are a few videos about us that you may find helpful as well: https://www.investinretirement.net/videos.html