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Larson Wealth Management, LLC

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Tempe, AZ
Larson Wealth Management, LLC

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Larson Wealth Management is an independent, fiduciary advisor. We work directly for our clients.

10/23/2026

The busiest season for tax advisors is also the most important one for your portfolio. 🍂

Before 12/31, it's worth asking your team about:
🔹 Roth conversion opportunities while markets are in flux
🔹 Maximizing catch-up contributions if you're 50 or older
🔹 Reviewing beneficiary designations on retirement and investment accounts

At Larson Wealth Management, we coordinate with your tax advisor so nothing falls through the cracks before the year closes.

👉 Visit larsonwm.com or click the link in bio.

10/21/2026

Does your portfolio show any of these warning signs? 🛡️
- It's fully exposed to every market swing
- You don't have a plan for a sustained downturn
- Nearly all of your assets are tied to market performance alone
- You've never explored protection tools like Fixed Index Annuities

If any of these sound familiar, it may be time to talk about balancing growth with protection.

At Larson Wealth Management, we help you build a plan that protects as much as it grows.

👉 Visit larsonwm.com or click the link in bio to talk through your options.

10/19/2026

Year-end is one of the best times to ask: does your estate plan still reflect your life today? 📄

Marriages, births, home purchases, and account changes can all shift how your plan should work, but only if the paperwork keeps up.

We coordinate with your estate planning professional to help confirm your wishes and that your documents are still telling the same story.

👉 Visit larsonwm.com or click the link in bio to start the conversation.

10/17/2026

National Retirement Security Week is a timely nudge to ask yourself one honest question: are you really ready? 🧭

A few signs it might be time for a closer look:
🔸 You're unsure how much monthly income your savings will actually produce
🔸 Your portfolio hasn't been reviewed since rates started climbing
🔸 You haven't talked through a withdrawal strategy with anyone

At Larson Wealth Management, we help high-income families in the Phoenix East Valley turn "I think I'm ready" into a confident, documented plan.

👉 Visit larsonwm.com or click the link in bio.

10/15/2026

Fixed Index Annuities are often misunderstood. Let's clear one up. 🛡️

❌ Myth: An annuity means you lose access to your money completely.

✅ Fact: Most Fixed Index Annuities include penalty-free withdrawal provisions each year.

At Larson Wealth Management, we help you separate fact from fiction so you can make confident decisions about your financial future.

👉 Visit larsonwm.com or click the link in bio to learn more.

10/13/2026

Interest rates are climbing, and that changes the math on how you protect your portfolio. 📈

A Fixed Index Annuity is designed to shield a portion of your savings from market downside, while still offering the opportunity to grow when the market does.

It's one of several tools we use to help clients balance growth and protection as conditions shift.

👉 Curious if a Fixed Index Annuity fits your plan? Visit larsonwm.com or click the link in bio.

10/11/2026

A rising-rate environment changes the retirement conversation. 🧭

Fixed income looks more attractive, but sequencing withdrawals and managing risk still matter just as much as they did before rates moved.

If it's been a while since you stress-tested your retirement income plan against today's environment, now is a good time.

At Larson Wealth Management, we help you revisit the plan so it still holds up under current conditions.

👉 Visit larsonwm.com or click the link in bio.

10/09/2026

Interest rates have been climbing, and that ripples through almost every part of a portfolio. 📊

Higher rates can mean better yields on cash and fixed income, but also more pressure on bond prices and borrowing costs.

The right response isn't to react to every headline; it's to make sure your allocation still fits where rates are heading.

At Larson Wealth Management, we help you read through the noise and adjust with purpose, not panic.

👉 Visit larsonwm.com or click the link in bio.

10/05/2026

Social Security's annual Cost-of-Living Adjustment (COLA) was just announced, and it's easy to see a bigger number and assume you're getting ahead. 📬

But a raise in your check doesn't always mean more purchasing power. Rising costs elsewhere can quietly cancel it out.

Worth thinking through:
🔹 How does this year's COLA compare to your actual cost of living?
🔹 Is Social Security carrying more of your retirement income than it should?
🔹 Does your broader plan account for inflation beyond what COLA covers?

At Larson Wealth Management, we help make sure Social Security plays its proper role in a retirement plan built to keep up with real life, not just headline numbers.

👉 Visit larsonwm.com or click the link in bio.

10/03/2026

The last quarter of the year moves fast, and a few smart moves now can mean real savings when you file. 🍂

Before December arrives, it's worth reviewing:
🔹 Tax-loss harvesting opportunities in your portfolio
🔹 Required Minimum Distributions, if you're 73 or older
🔹 Charitable giving strategies, including Qualified Charitable Distributions
🔹 Retirement account contribution limits for the year

At Larson Wealth Management, we coordinate with your tax advisor to help you head into year-end with a clear, tax-efficient strategy.

👉 Visit larsonwm.com or click the link in bio.

Address

4500 S. Lakeshore Drive , Suite 342
Tempe, AZ
85282

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+14806995540

Website

https://www.larsonwm.com/

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