Creating a financial plan for a client is a collaborative process. The most important step is for the person’s advisor to incorporate the individual’s personal life goals to create a plan that makes sense and will work.
For every relationship, Larry gathers information on the agenda items that are important to you. Together, you will discuss your risk tolerance, time span and other factors that you consider important. The plan will incorporate both financial goals such as retirement or college education and lifestyle goals including charitable involvement, volunteerism and meaningful, purposeful work.
Investment management is typically a long-term process. Certainly, older clients may have shorter time horizons. The standard strategies that Larry employs for most of his accounts include meaningful diversification, mitigating risk, and passive management strategies using low cost mutual funds or ETFs.
Individuals trust and rely upon Larry’s good judgement and his experience. He firmly believes that a financial planner lacks the time and expertise to both service clients and select investments. To offer his clients superior service, he recommends and monitors investment managers with long track records of good performance and low fees.
As an Accredited Investment Fiduciary®, Larry ensures that he maintains a top-tier fiduciary standard to provide the highest level of service to clients. For more information on the ways that Larry Gordon’s designation as an Accredited Investment Fiduciary® with benefit you and your investment strategy, please refer to the brochure below.