Elizabeth J Larson


Profession LogoFINANCIAL PLANNER
Elizabeth J Larson

Special Needs Advanced Planning Specialists

345 Diversion St
Suite 110
Rochester, MI 48307
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Profile

Elizabeth Larson is a financial consultant with a skill set that helps people make smart choices with their money, empowering them to pursue their unique goals by first defining the values upon which they are based. With a holistic approach, and using Values-Based Financial Planning, she helps her clients identify what is important about money to them. This includes providing special needs planning services to families and organizations that serve people with special needs.

Since childhood, Elizabeth has watched her parents live their mission, “blessed to be a blessing”. Her goal is to carry that mission forward. Having a diverse family, including four sisters with Down Syndrome, Elizabeth understands the importance of special needs planning. She strives to alleviate any fear of “what if,” and replace it with the comfort that comes from coordinating special needs planning with an overarching financial strategy.

Elizabeth and her team understand that learning the family’s story, their hopes and their dreams, is the foundation of a great plan. Special needs can be diagnosed at birth or happen later in life and planning for the future can be challenging. Elizabeth works with her clients to help them navigate the complexities that come with planning, from understanding government benefits, to helping define the benefits and consequences that come from the decisions they will have to make.

Elizabeth, along with other Special Needs Professionals, is a member of the Academy of Special Needs Planners. She believes in the team approach and understands the importance of cultivating relationships with subject matter experts in various fields to help ensure her clients confidently pursue their goals.

Elizabeth has been involved in Gigi’s Playhouse, a Down Syndrome achievement center that provides free resources for any individual with a diagnosis. Her first experience with Gigi’s was the “Over The Edge” fundraiser, where she rappelled down a 26 story building in Detroit to raise money for the organization. She also tutors in their new literacy program specifically designed for individuals with Down Syndrome. She also volunteers at the Judson Center, an organization that provides comprehensive services that strengthen children, adults and families impacted by abuse and neglect, autism, developmental disabilities, and mental health challenges so they are successful in their communities.

 

 

Academy of Special Needs Planners and LPL Financial are separate entities. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states' {Michigan}.

Additional Locations

Southfield Office
28411 Northwestern Highway
Suite 1200
Southfield, MI 48034
(248) 841-1804

Find Me on the Web

Firm Website: www.elizabethjlarson.com
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Primary Office Location

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CONTACT ELIZABETH J LARSON

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   I understand that by contacting a lawyer or a law firm through the Academy of Special Needs Planners, I will not create an attorney-client relationship and the message will not necessarily be treated as privileged or confidential. I also understand that if I contact a non-attorney member of the Academy, whether a financial planner, trustee or other non-attorney, that such contact does not by itself mean that the professional has been retained and that communications with the member may not be treated as privileged or confidential.