B.A.

Craig Larson - Financial Advisor in Cedar Park, TX | WiserAdvisor.com

We are a fee-only investment advisor and use an 'advance and protect' strategy to minimize market 
losses during negative markets and rank and compare sectors and options to find the best trending 
holdings in positive markets. We are registered with the state - rather than with a firm - so 
that our one loyalty and commitment is to you - our client - and not to 'wall street' or special 
interests. Typical accounts we can manage:  IRA, Roth, 401(k), individual, joint, trusts.

Larson Financial Advisors

We are a fee-only Fiduciary investment advisor. Our methodology is primarily 'quantitative', meaning that we rely heavily on mathematics to make portfolio decisions and not wall street analysts or projections.

We will listen closely to your goals and concerns, and help 
you maximize your retirement assets. We develop retirement financial plans for families to help you retire as early as you'd like and stay comfortably retired.

We help clients structure their plan to minimize their out 
of pocket costs for college, not just save for it.

We hate pies. Not the food kind - the fixed 'buy and hope' 
type models that most advisors use. We think that 
portfolios should be flexible and adaptive to changes in 
market trends and risk levels. If you want an advisor that 
will actually pay attention and make or recommend changes 
on a timely basis, then you will love what we can do for 
you. We can also help clients manage accounts like 401k's at their current employers
that cannot be directly rolled over to another firm yet.

We help advise clients on their entire financial picture on 
one secure, easy portal.

We manage money directly in-house with time proven methodologies and strategies.
Our strategies are 'quantitative' or math-based 
to help you rise above the Wall Street noise to make well-
calculated portfolio decisions. This helps take the emotion 
out of investing so you can sleep better at night.

As a business owner for the last 25 years we have a high level of experience with privately held businesses.

Through our independent agency: Tax Advantages Retirement Consultants, LLC we provide life and long term care insurance. We shop a wide array of carriers to find the most competitive products.

Through our independent agency: Tax Advantaged Retirement Consultants, LLC we provide fixed and indexed annuities. We shop a wide array of carriers to find the most competitive products.

We work in conjunction with a client's attorney to provide a coordinated estate plan.

We work in conjunction with a client's CPA to provide a coordinated estate plan. We help focus on long term tax mitigation strategies but do not file tax returns or provide tax-return advice.

We are advocates of using techniques to reduce risk of loss in stock and bond markets. Buying and holding securities presents a large risk to investors, specifically those at or near retirement. By using risk management methods we aim to minimize the loss potential of 'bear' markets such as 2008 and 2000-2002.

We are happy to provide comprehensive financial planning for individuals and families.

We provide financial advice and consulting for individuals and families.

Yes, we work with individuals and families on employer retirement plan rollovers, and can also directly manage 401k plans for clients at their current employer.

Paladin Research Report For:

Craig Larson

Larson Financial Advisors

About Craig Larson

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Education

B.A. - Economics

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