New Person Orientation Package

 

Mission Statement: Our focus ... to get you to, and through, retirement.

How to structure yourself so you may outlive your money.

 

 

Who I work with.

 

Code of ethics*.

 

Why Choose me? (Part 1 - Industry Thought Leader)

 

Why Choose me*? (Part 2 - Qualifications)

 

Why choose me*? (Part 3 - Broker vs Fiduciary - short video below)

 

Processes.

 

Academic Foundations*.

 

Investment Philosophy (Presentations and Videos).

 

Other Brochures.

 

Disclosures and ADV Part 2 information.

 

Larry's Bio.

 

Note: With a couple of exceptions*, this information is already available
on my website. You may navigate the site using the navigation box at
the right. This page simply organizes it in a different manner that may
assist you in finding information you are seeking as you evalute
me as a candidate you would like to interview further.

 

When?