Essential Financial Strategies
Rorik Larson is a fee-only financial planner located in Palos Heights, IL serving clients throughout the Chicago area and across the country. Essential Financial Strategies provides tax focused comprehensive wealth planning, college planning, and retirement planning, to help clients organize, protect, and grow their assets. Essential Financial Strategies serves clients as a fiduciary.
Folks contact Rorik when they wonder…
Do I save for retirement or my child’s education?
How much money do I need?
How should I invest within my 401K?
What am I going to do in retirement?
Can I financially fulfill my dreams?
Having retired from the Army at age 45 with a newborn, Rorik Larson experienced many of the questions and emotions that come up in the college planning and retirement journey's. Rorik founded Essential Financial Strategies recognizing that financial independence in retirement stems from understanding and integrating the inter-related parts of your financial life.
The firm’s method of practice brings together the fields of taxation, investment, risk management, and more; integrating them into a financial wellness solution driven by your personal goals and objectives.
Essential Financial Strategies offers the personal touch of one-to-one, client to advisor relationships, along with the resources of a larger firm through membership in the highly respected Alliance of Comprehensive Planners.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.