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    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]

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    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]

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    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]

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Money and More © Blog

Essential Financial Strategies is pleased to announce a new service–The Strategic College Plan.   This service helps families figure out how to pay for college while minimizing  the future burden of college student loans.   Using a sophisticated knowledge base, Rorik Larson assists families to predict their Expected Family Contribution.  Then they can select colleges that fit… [Continue]

I have noticed over the years that clients that have financial peace of mind also have is to sufficient liquidity or cash on hand/emergency funds.   Having these funds available helps me and others feel a greater sense of abundance.  It helps cover the financial chaos of life and the ability to pay for life… [Continue]

“They are so lucky!”  How often have I heard this exclaimed?  If you are like me, you’ve probably heard something like this a whole bunch of times.   In varying ways I say it to myself as well while not considering in the moment how they created the luck. Sometimes I will say to myself,… [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.


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