Professional
Jim Larschan is a member of the Estate Strategies Group. Jim Larschan have been involved with estate and business planning since 1975.
Jim Larschan provides expert advice to high net worth individuals, families and business owners in estate planning and business succession strategies. Jim also assists both private and public companies in designing benefits for their highly compensated key executives.
Jim's specialities include estate planning, business succession strategies, executive benefits and comprehensive wealth planning.
Professional Certifications/Designations
- Certified Financial Planner, CFP
- Accredited Estate Planner, AEP
Awards & Recognition
- Million Dollar Round Table
Professional Affiliations
- Member, Palm Beach County Estate Planning Council
- Member, AALU
- Member, Northwestern Mutual Forum
- Member, Estate Strategies Group
|
|