Jim Larschan

Contact

Jim Larschan, CFP®, AEP®
Estate & Business Planning Advisor

4500 P G A Blvd Ste 200
Palm Bch Gdns, FL 33418-3965

Phone: 561-691-4545

Email Jim Larschan

Get a Map

My Networks

Sign Up for My E-mail Newsletter

Stay informed on the latest financial security news you can use to help guide your future.

Sign Up

Refer a Friend

Do you know someone who might share your concerns about financial security? Please take a moment to introduce me.

 

Welcome

Most individuals realize the importance of Estate, Business Succession and Financial Planning; however, they find the process confusing and complex. They fear losing control of their assets, worry about the impact of estate taxes and agonize over the effects their decisions will have on them, their lifestyle, and their family.

Our unique Wealth Optimization Process assists you to discover and quantify your missions, visions, values and goals.  The Wealth Optimization system is a values-based planning approach that ensures that all financial decisions are based on your personal values. The primary objective is to help you discover what is important to you, so you can make wise decisions.  Through this process, clarity is achieved.  This affords you the ability to make confident decisions about your future.

Financial success does not happen by chance. It has much to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning. When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.  Taking control over your finances is the first step in planning for the future. Choosing the most qualified professional advisor who has the ability and resources to best address your needs is the next step.

I am a Wealth Management Advisor with the Estate Strategies Group and an Estate & Business Planning Advisor with Northwestern Mutual Financial Network.  To better serve my clients, I have also earned 2 prestigious industry designations: CFP and AEP. The focus of my practice is working with high net worth individuals, business owners and executives in their efforts to develop a financial plan based on their unique missions, visions, values and goals.  I work with my clients to develop strategies that enable them to achieve their estate, business and financial planning objectives, including the tax-efficient transfer of wealth to family members and charities. With over 30 years experience in the financial services industry, I have a high level of understanding of the advanced tools available for planning.

As your Wealth Management Advisor, I will listen, clarify, and help prioritize your goals and aspirations. This will ensure that we develop a financial strategy designed to help you achieve your vision for the future.  Let me help you ensure your financial future is all you want it to be.

Get Involved in Our Volunteer Initiative

Watch how Northwestern Mutual employees and financial representatives are “leaving a legacy” by volunteering nationwide. Tell us how you’re giving back on our Facebook page.

Going Green

Go PaperlessNMIS Online clients can support efforts to go green by enrolling in electronic delivery (e-delivery) of brokerage account statements and trade confirmations.

Enroll Now

New Interactive 2009 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients talking about why they felt secure in an unstable economy.

View Interactive Annual Report

Northwestern Mutual and Forbes launch the new Fact & Comment page

ForbesForbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

Go to Fact & Comment page

Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

Click here to read more

Lessons from the U.S. Open

It takes both strength and consistency to reach the top of any leader board. See how Northwestern Mutual stacks up on the industry leader board.

View Scorecard

Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

Access Your Accounts

View Your Current Information

By clicking these links you will be taken to websites offering products and services that may not be provided or supported by the Northwestern Mutual Wealth Management Company.

Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.