Lawrence Pershing (CFP®, Retirement Management Advisor®)

Lawrence Pershing focuses in the
following client markets or areas of practice:

Baby Boomers

Fixed Fee (Subscription, Retainer, etc.)

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Hi, I’m Larry Pershing, CFP®, RMA® a flat fee financial advisor. I'm the founder of Optimum Retirement Planning LLC, an independent financial planning firm. I focus on helping people age 50 and better with their retirement planning needs for a flat fee. I've assisted over 500 clients in my career with achieving their financial goals. I also like to educate on retirement planning, and have a facebook group called "Roth conversions and Retirement." I recommend you check it out! You can copy and paste this link to access it. https://www.facebook.com/groups/rothconversions

Additional Information

When I’m not in the office, I’m on a tennis court, reading a book (finance or science fiction), or spending time with family and friends. I also volunteer for AARP sponsored events that help seniors receive complimentary financial advice. While I live in Chicago, I was born and raised in Los Angeles. I return often, especially during winter. You can take the guy out of California, but you can’t take the California out of the guy!