Larsen Financial Management
San Antonio, TX 78230
What financial services do you specialize in?
We work in all of the important areas of financial planning including portfolio management, retirement plan distribution analysis, tax planning and estate transfer methods. One area that we are working more with recently is in the financial analysis in divorce situations.
It is important for people to know that once a divorce is final, there is no going back to fix something that was missed. I can’t emphasize enough how important it is to address the amount, title (who actually owns it) and character (separate, community, etc.) and location of the assets early in the process.
What do you enjoy most about your job?
I love detailed analysis and research. I also love helping people. In college I thought I was going to go to Medical School. I wanted to be a surgeon. Due to circumstances requiring me to “get a job” (kids), I decided to major in accounting so I could go to work immediately upon graduating.
How should someone go about finding a financial advisor?
It all boils down to the training and experience. I feel that it is important to find someone who has demonstrated technical competence (as evidenced by recognized professional designations) and has had enough years of experience dealing with tax law and financial market trend changes.