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For over two decades I have focused on helping my clients, their families and businesses find clarity and satisfaction in achieving their important financial goals.
Together with a team of dedicated and experienced professionals, my mission is to provide quality guidance, build relationships of trust, and develop innovative solutions for my clients.
Wealth Management
Retirement Income Planning
Small Business Retirement Plans
Business Continuation Strategies
Life, Long Term Care and Disability Income Insurance
Larry holds the following licenses and designations to help serve your needs:
CERTIFIED FINANCIAL PLANNER™ (CFP®) designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Licensed to sell Life, Accident & Health Insurance in NC, NY, SC, VA
Licensed to sell Long Term Care Insurance in NC and SC
Registered to offer Securities products in IN, NC, NY, SC, VA
FINRA Series 6 – Investment Company Products/Variable Contract Representative
FINRA Series 7 – General Securities Representative
FINRA Series 63 – Uniform Securities State Law
FINRA Series 65 – Uniform Investment Advisor Law
FINRA Series 24 – General Securities Principal
Website: www.capfscharlotte.com