• Who We Help

    Worried about your money and your future retirement? You want to make the right decisions when it comes to your financials and your family. You know it’s important but don’t get around to it. [More]

    Who We Help
  • What We Do

    Holistic financial planning is a process, not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the decisions you make, and adjusts as your circumstances change. [More]

    What We Do
  • How We Help

    No matter where you are in life, financial decisions abound. And when you’re busy, overwhelmed by the options, or confused by contradictory advice, it can be hard to be confident you are making the best decisions. We can help. [More]

    How We Help

Money and More © Blog

Little did I know when I posted my last blog in February that I would be weathering a financial COVID storm.   As I began tax season, I did not know how life would turn upside down in the coming months.   So much as has changed, including a tax season that never seemed to end. … [Continue]

Money and More©  will be taking a break during Tax Season. Look for the next post in late April or early May when I come out of being tax comatose.   In the meantime, if your situations merits it,  consider Roth Conversions while the market is down.  

Having prepared taxes for almost a decade, I have learned what our best clients do to get ready for tax preparation.  US Income Tax law is quite complicated and can be intimidating if not overwhelming.  Before entering the financial planning profession,  I used outside preparers for my increasingly complex personal return.  At that time, I… [Continue]

ABOUT

Rorik Larson is a fee-only financial planner located in Palos Heights, IL serving clients throughout the Chicago area and across the country. Essential Financial Strategies provides tax-focused, comprehensive wealth planning, college planning, and retirement planning, to help clients organize, protect, and grow their assets. Essential Financial Strategies serves clients as a fiduciary.

Providing Fee-Only Wealth Advice to Orland Park, Palos Park, Palos Heights, Frankfort, New Lenox, Homer Glen, Woodridge, Burr Ridge, Oak Lawn, Darien, and surrounding Chicago suburbs and beyond.

Meetings Exclusively by Appointment Only. Face-to-Face meetings conducted in Palos Heights.


Start Today!
Contact Rorik

Send Files to Rorik Secure UpLoad

TD Ameritrade Institutional Log On TD Ameritrade

Access Client Portal Client Wealth Center

Facebook Iconfacebook like buttonTwitter Icontwitter follow buttonLinkedInLinkedIn