Adfi_logo

Larry Pershing | Financial Advisor

Profile img for Larry Pershing, financial advisor at Optimum Retirement Planning LLC
Lake Forest, IL
Larry Pershing
Financial Advisor
Optimum Retirement Planning LLC

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Hi, I'm Larry Pershing, CFP®, RMA®. I focus on helping people age 50 and better build tax-efficient retirement income for a flat fee. Having worked in various wealth management firms in my career, I was surprised to discover many firms try to service everyone, which leads them to being average for all. Some are more concerned with amassing client assets than providing customized recommendations. I founded Optimum Retirement Planning, an independent financial planning firm, because I saw a need for specialists to help clients navigate the complex and challenging financial aspects of retirement. Our offering is different. We don't work with everyone. We specialize in helping those who are close to and in retirement. We apply the latest financial research for retirement to build tax-smart retirement income and investment strategies.
More

Specialties and Expertise

3
Retirement Income
Tax Minimization Investment Strategies
Portfolio Construction

Clientele

3
Retirees
Surviving Spouses
Inheritors

Credentials and Designations

2
credentialsImg

Certified Financial Planner™

credentialsImg

Retirement Management Advisor®

Education

1
Indiana University BloomingtonBachelor of EconomicsYear Obtained: 2015
Quick Facts About Larry
Years of Experience:8 yearsMember since:2022Average Account Size:$1,000,000Number of clients:32

Services Provided

How I help my clients

Retirement Planning

service_img
More

Tax Planning

service_img
More

Investment Management

service_img
More

Financial Planning

service_img
More

Pricing Models

Flat Fee

Proof of License

SEC Profile
profile_picture
Lake Forest, IL
Larry Pershing
Financial Advisor
Optimum Retirement Planning LLC
AdvisorFinder Disclosure
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.
Profile last updated: 11-21-2024