Laryssa Freeman (CFP®)

Laryssa Freeman focuses in the
following client markets or areas of practice:

Baby Boomers

Business Owners

Estate & Generational Planning Issues

High Net Worth Client Needs

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

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. Roth Conversion Strategies Net Unrealized Appreciation Strategies Qualified Charitable Distribution Strategies Tax Cuts and Jobs Act (TCJA) Planning 401(k) Rollover Planning Pension vs Lump Sum Analysis Social Security Planning Asset Division After a Divorce Reinvestment of an Inheritance Business Owner Exit Planning

Additional Information

20+ years of working for folks in or quickly approaching retirement. You will work with me as I value one on one relationships with my clients. I only work with kind people who believe in delegating services to experts. My services work best for those with investable assets over $3,000,000 (excluding real estate). My office is in Carlsbad, CA but I work with clients across the country. New clients are typically concerned about taxes in retirement and coordinating their assets to replace their paycheck. A little about me . . . I'm an aspiring bogey golfer, hot yoga enthusiast and beyond grateful for this wonderful country of ours!