Larry Pershing

Lake Forest, IL

Verified Identity

Optimum Retirement Planning LLC

Years of Experience

8 years

Number of Clients

Average Client Size

$1,000,000

Member Since

2022

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 a...

Clientele

Retirees

Surviving Spouses

Inheritors

Services Provided

Retirement Planning

Tax Planning

Investment Management

Financial Planning

Specialties and Expertise

Retirement Income

Tax Minimization Inv...

Portfolio Construction

Credentials and Designations

CFP®

Certified Financial Planner™

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RMA®

Retirement Management Advisor®

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Pricing Models

Flat Fee

Education

Indiana University Bloomington

Bachelor of Economics

Obtained in 2015

Disclosures and Proof of License

SEC Profile

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