Laryssa Freeman (CFP®)

Additional Information

20+ years of working for folks in or quickly approaching retirement. New clients are typically concerned with taxes in retirement and understanding the most tax efficient way to coordinate using their assets to replace their paycheck. If you're currently retired (or it's quickly approaching!) and you are looking for a financial planner focused on issues in retirement, then you're in the right place! I pride myself on delivering high quality financial planning advice and investment management for retirees, and aim to build long-term relationships with all of my clients. I offer a complimentary introductory meeting in person or via Zoom so that we can be open and honest from the outset to ensure our mutual compatibility. I only work with kind people who are looking for a trusted, long-term partner they can outsource their investment management and financial planning to with the hopes of freeing up their time to concentrate on enjoying their retirement. My investment management and financial planning fee structure works best for those with investable assets over $1,000,000 (excluding real estate). This minimum is increasing to $3,000,000 for any new clients joining MWM after 11/1/23. I do have an option for clients in need of retirement financial planning services only that do not meet the above asset minimum and would like to implement my recommendations on their own. I offer a Project-Based Financial Planning Service that is on a fixed fee basis for a limited scope engagement. The fixed fee will be agreed upon before the start of any work. The fixed fee currently ranges between $3,500.00 and $10,000.00 depending on the complexity of your needs and this fee will be increasing on 11/1/23. The scope of work for the Project-Based Financial Planning Service may include the following topics based on your needs: Retirement Planning, Estate Planning, Development of Financial Goals, Investment Analysis, Risk Management, College Planning & Tax Planning Strategies.