238 Robinson Street,
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Larry has nearly 30 years of experience and knowledge as a financial advisor, ready to work with you to prepare you and your family for your financial future. Larry is a Retirement Income Certified Professional (RICP).
Larry began his career in 1994 with Bank of America Investment Services, and in 2007 made the decision to start his own financial services company, Westwind Financial. Over the past 15 years, he has worked with clients to help them choose, invest, and manage plans right for them.
As a financial planner, Larry's main goal is to help you make well-informed decisions on what types of investments are right for you. He also emphasizes the need to adjust investment plans as your goals and needs change.
Larry will always strive to listen to your concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that he devotes to his own.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.