Larson Wealth Management, LLC

Larson Wealth Management, LLC Larson Wealth Management is an independent, fiduciary advisor. We work directly for our clients.

The retirement strategies that worked 10 years ago may not be enough for the economy we're living in today. 📊Longer life...
06/18/2026

The retirement strategies that worked 10 years ago may not be enough for the economy we're living in today. 📊

Longer life expectancies mean your savings need to last 25–30 years in retirement. Inflation continues to erode purchasing power. Healthcare costs are rising faster than most projections. And market volatility isn't going away.

If your retirement strategy hasn't been reviewed recently, here's what you could be missing:
🔍 An updated income plan — Are your projected withdrawals still sustainable given today's cost of living?
🔍 Inflation protection — Does your portfolio account for the real impact of rising prices on your retirement lifestyle?
🔍 Tax efficiency — Are you positioned to minimize your tax burden during the withdrawal phase?
🔍 Healthcare cost planning — One of the most underestimated expenses in retirement. Is it built into your plan?
🔍 Legacy & estate alignment — Has your estate plan been updated to reflect your current wishes and family situation?

At Larson Wealth Management, we specialize in helping high-income families build retirement strategies that are built for today, not a decade ago.

💼 Don Larson, CFP® — serving families with personalized, holistic wealth management.
👉 Ready for a fresh look at your retirement plan?
Visit larsonwm.com or click the link in bio to schedule your conversation.

When markets get choppy, emotions run high. 📉Fear and uncertainty can push even experienced investors toward decisions t...
06/15/2026

When markets get choppy, emotions run high. 📉

Fear and uncertainty can push even experienced investors toward decisions they later regret, selling at the wrong time, pulling back when they should stay the course, or abandoning a long-term strategy for short-term peace of mind.

At Larson Wealth Management, we build portfolios designed to weather uncertainty, so that when the headlines get loud, your financial plan stays steady. We proactively manage your investments to limit downside while keeping your long-term goals fully intact.

🧭 Feeling uneasy about today's market?
👉 Let's review your strategy together. Visit larsonwm.com or click the link in bio.

Independence Day is about freedom, and for many of our clients, true financial independence is the ultimate goal. 🇺🇸Fina...
06/12/2026

Independence Day is about freedom, and for many of our clients, true financial independence is the ultimate goal. 🇺🇸

Financial independence means having enough, structured the right way, so that work becomes a choice, not a requirement.

At Larson Wealth Management, we help high-income families in the Phoenix East Valley build the kind of financial freedom worth celebrating.

🎆 Happy Independence Day from our team to yours.
👉 When you're ready to take the next step, visit larsonwm.com

You've spent decades building your 401(k). But when retirement arrives, most people don't realize they have an important...
06/12/2026

You've spent decades building your 401(k). But when retirement arrives, most people don't realize they have an important decision to make, and the wrong choice can cost thousands in unnecessary taxes. 💡

Here are your 3 main options:

① Leave it in your employer's plan
This is the path of least resistance, but it often comes with limited investment options, higher fees, and less flexibility. It may work short-term, but it's rarely the optimal long-term strategy.

② Roll it into an IRA
This is the move most financial professionals recommend for high-income retirees. A rollover IRA gives you broader investment choices, greater control over distributions, and the ability to coordinate withdrawals with your tax strategy to keep more of what you've earned.

③ Start taking withdrawals directly
Once you reach age 73, the IRS requires minimum distributions (RMDs) regardless, but when and how you begin withdrawing can dramatically affect your tax bill. Strategic withdrawal planning is everything.

At Larson Wealth Management, we work with your tax advisor to build a withdrawal strategy that limits your tax exposure and keeps your retirement income working for you, not the IRS.

📊 Not sure which option fits your situation?
👉 Let's map it out together. Visit larsonwm.com or click the link in bio.

You've saved diligently in your traditional IRA or 401(k). But are you paying more in taxes than you need to? 💡A Roth co...
06/11/2026

You've saved diligently in your traditional IRA or 401(k). But are you paying more in taxes than you need to? 💡

A Roth conversion moves money from a pre-tax account into a Roth IRA, where it grows tax-free and comes out tax-free in retirement.

Here's why high-income families near retirement are taking a closer look:
✅ No required minimum distributions (RMDs) from Roth IRAs
✅ Tax-free income in retirement = more flexibility
✅ Converting during lower-income years locks in today's tax rate
✅ Reduces the taxable estate your heirs will inherit

Is a Roth conversion right for you? It depends on your income, timeline, and overall tax picture, which is exactly why we coordinate your investment strategy with your tax advisor.

📊 Let's run the numbers together.
👉 Visit larsonwm.com or click the link in bio.

Most people think they're diversified. Many aren't. 📊Owning 10 mutual funds that all hold the same large-cap stocks isn'...
06/10/2026

Most people think they're diversified. Many aren't. 📊

Owning 10 mutual funds that all hold the same large-cap stocks isn't diversification; it's concentration in disguise. True diversification means spreading risk across asset classes, geographies, sectors, time horizons, and tax treatment.

At Larson Wealth Management, we manage your investments directly and review your full portfolio picture regularly.

🔍 When's the last time your portfolio was truly reviewed?
👉 Visit larsonwm.com or click the link in bio.

The best time to start planning your financial future was yesterday. The second-best time? Today. 📅Most people put off f...
06/09/2026

The best time to start planning your financial future was yesterday. The second-best time? Today. 📅

Most people put off financial planning because it feels overwhelming, but here's the truth: those who have a clear financial plan are dramatically more likely to achieve their goals than those who don't.

At Larson Wealth Management, we don't hand you a generic template. We sit down with you, understand your whole picture, and build a personalized plan designed around your life, your family, your goals, and your timeline.

The only thing standing between where you are and where you want to be is a plan.

👉 Decide to start today. Visit larsonwm.com or click the link in bio to schedule your conversation with our team.

06/08/2026

We are a fiduciary financial planning and investment management company.

Most people think wealth management is just investing. But true financial security requires all the pieces working toget...
05/28/2026

Most people think wealth management is just investing. But true financial security requires all the pieces working together. 🔗

At Larson Wealth Management, we take a holistic approach, meaning we don't just manage your portfolio. We coordinate directly with your tax advisors and estate planning professionals to make sure your wealth grows, is protected from unnecessary taxes, and is eventually transferred exactly according to your wishes.

For high-income families in the Phoenix East Valley, this kind of integrated planning isn't a luxury; it's a necessity.

💼 Curious what a holistic plan looks like for your family?
👉 Visit larsonwm.com or click the link in bio.

05/27/2026

Most people hire a financial advisor without asking a single hard question. 😬 Don't make that mistake.

Before you trust someone with your retirement, your family's future, and everything you've built, ask these 5 questions first:

✅ "Are you a fiduciary?" — They must be legally required to put YOUR interests first. Always.
✅ "Are you a Certified Financial Planner™?" — The CFP® designation means rigorous training, strict ethics, and deep expertise.
✅ "Do you coordinate with my tax advisor?" — Your investments and tax strategy need to work together. If your advisor isn't thinking about taxes, you're paying more than you should.
✅ "Do you help with estate planning?" — Your wealth should transfer to your family exactly the way you intend. A real wealth manager makes sure that happens.
✅ "Will you build a plan around my whole life?" — Not a generic portfolio. A strategy built around your goals, your timeline, and your family.

At Larson Wealth Management, the answer to every one of these is yes.

👉 Ready to work with an advisor who checks every box?
Visit larsonwm.com or click the link in bio.

Address

4500 S. Lakeshore Drive , Suite 342
Tempe, AZ
85282

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14806995540

Website

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