With over 40 years experience in the financial industry, Larry focuses on assisting clients who are in or nearing retirement, and business owners throughout all stages of the business cycle. Larry understands the unique challenges facing retirees in the current economic environment, and knows how to craft strategies tailored to meet your specific needs. This includes portfolio development, liability management, tax minimization, asset preservation, developing an income stream, and ultimately helping you to establish a wealth transfer strategy.
Larry works with business owners through all stages of the business cycle, from start-up to maturity, by providing strategies for cash management, group benefit plans, short and long term financing (for the business itself and commercial real estate if needed) and ultimately business succession planning. Business owners have unique needs to defer income for themselves and their employees, and our offerings enable them to select the best combination of plans.
*Financing Services are through Bank of America, N.A.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
