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Relationships Built on Trust, Not Transactions
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Customized portfolio design with a personal approach to investment and retirement strategies |
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Dedicated to the service, support and success of our clients |
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Asset protection and risk management planning services |
Designations: ChFC®, CLU®, LUTCF, MSFS
Larry began his carer with Prudential as an agent in 1982 and was promoted to sales manager in 1986. In 1992 he left his management position to start a financial planning practice. Since then, he has become a "Life and Qualifying" member of the industry's prestigious Million Dollar Roundtable (18 times through 2010) and has qualified for "Court of the Table" twice. Over the years he has received numerous "Associate of the Year" and "President's Council" awards.
In 2000, Larry affiliated with Michigan Financial Companies, and serves as Vice President of Financial Planning. In 2011, he affiliated with B&C Financial Services, LLC, where he serves as director of wealth management.
Larry earned the professional designations of Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) in 1989 and became a Licensed Insurance Counselor (LIC) in 1990. His securities licenses include the NASD's series 7,6,63,65 and 22.
In 2010 he earned a master's degree in the Science of Financial Services (MSFS) through the prestigious American College.
Larry is a member of The Financial and Estate Planning Council of Detroit. He has served as president of the National Association of Insurance and Financial Advisors – Michigan 2003/2004. He also served as legislative chairperson from 1995–2001, regional vice president from 2000–2001 and secretary treasurer from 2001–2002. He was previously an officer in the Detroit Chapter of N.A.I.F.A. from 1993–2000, and served as president of this prestigious organization (the nation's oldest, founded in 1887) from 1998–1999. In 2003 he was awarded the "E.H. Meyers" award by the Detroit Chapter for "Outstanding Service to the Life Insurance Industry" and in 2005 the "M.E. Muilenberg" award by NAIFA-Michigan for "Dedicated Leadership and Service in the Financial Services Industry." In 2008 Larry was awarded the "Donald Schneider Humanitarian Award" by John Hancock Financial Services.
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Areas of Focus
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Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 142,000 consumers) and registered financial services representatives (over 5,000 financial services professionals) to evaluate the approximately 11,500 wealth managers in the Detroit area (includes Genesee, Livingston, Macomb, Monroe, Oakland, St. Clair, Washtenaw, Wayne counties in the state of Michigan). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Detroit area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional, HOUR Detroit or DBusiness.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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