James Larson

Background

About James Larson

You are a valued client and not just a number when you work with me. I limit my practice's size to help assure you receive the individualized attention you deserve. I'm here to listen to you. Your thoughts. Your goals. What keeps you up at night? Your dreams! From our conversation, we will custom tailor a full financial strategy for you and your business to make even better decisions with building, preserving and transferring your wealth in the most tax efficient manner. You will have control over your destiny and business with a custom tailored set of strategies we can help you with - no cookie cutter approach to helping you. My goal is for you to have confidence and a better understanding of your most important life priorities, allowing you to feel financially prepared to reach them. Personally, I describe myself as a sincere, helpful, ambitious person who values family and long term relationships. I'm always looking to empower and lift others through advice, support or mentoring. Some outside interests I enjoy include: traveling, golfing, boating, pheasant hunting, serving others through the YMCA, Ronald McDonald House, Rotary and Knights of Columbus. Professionally, along with a team of specialists, I provide goals-based wealth management to affluent families, accomplished professionals and successful business owners. Prior to my career in wealth management, I was a commercial banker which spanned over 20 years. I made the move into wealth management advisory services because so many of my clients were being sold product and did not have a true advisor to guide them. I WOULD LOVE TO CONNECT IF- You are looking to work with a dynamic advisor - You would benefit from simplifying your financial life - You would like to be connected to someone in my network - You are in transition - You have a passion for travel, golf, boating, hunting, charitable causes