CONNECT

Address:

4240 Buckskin Wood Drive
Ellicott City, MD 21042

Phone:

410-531-1131

Services for Business Retirement Plans

Larry has been selling and servicing 401(k) plans since 1984. He offers many different investment platforms and uses a local third party administrator, Pollard & Associates, for both recordkeeping and consultative services.

Proper planning in the 401(k) arena is similar to personal planning in that employers have differing agendas for their company retirement plan. Discovering what issues are most important to an employer are paramount before establishing an appropriate plan to meet those needs. Another critical component of 401(k) plans is that the trustees of the employer understand their fiduciary responsibilities.

Larry’s role is to provide support and education not only for the trustees of the plan, but also to employees through continuing education. As a financial advisor, the greatest service Larry provides to his clients is his complete independence. He is not beholden to any proprietary funds or other investment products. Through this structure he offers unbiased recommendations. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck