Products and Services
Your Objectives in Focus
Your Dreams Within Reach
Picture yourself walking the golf course with friends, experiencing life's most important moments with your grandchildren or traveling the globe with your spouse. Wherever your financial journey leads, we'll work with you to turn your dreams into reality. We start by providing timely investment advice and helping you build a proactive plan that addresses all of your needs, regardless of where you are in the planning process. We take time to educate you about all of your investments, and put you in control of your retirement destination. Most importantly, we'll remain by your side through all of life's ups and downs and make sure you never veer off the path to financial success.
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Larson Financial Services, Inc. can assist you with the following:
Products and services include:
- Retirement Planning
- College Planning and Funding
- Brokerage Accounts, Mutual Funds and Investments
- Annuities and IRAs
- Life and Long-Term Care Insurance
- Income Tax Reduction Strategies and Coordination
- Debt Management and Trust Services
- Estate and Legacy Planning
Your Team of Experts
Larson Financial Services, Inc., opened its doors to clients in 1999 with a goal of helping people protect their assets and retire happy.
The firm was founded by Doug Black, and named after Doug's maternal grandfather, CA Larson, who served as a sound role model for his family for many years.
Doug, a Certified Financial PlannerTM, has been serving individuals at or near retirement throughout the Greater Kansas City area for more than 40 years. His daughter, Jennifer and son, Steve, have become integral to the firm's success by providing reliable service and trustworthy advice to the individuals and families they service. As Registered Investment Advisors, and with three convenient locations in the Kansas City area, Larson Financial Services, Inc., delivers on its promise to deliver simple and sound retirement strategies for all clients.