Rorik Wallace Larson founded Essential Financial Strategies to help families proactively tame their money worries.
Struggles with money worries are not new as I faced them prior to my retirement from the Army. Not trusting the advisors available overseas, I proactively set about researching and studying to reduce my retirement financial stresses. In the process, I developed a passion for helping people with similar retirement worries. Affiliated with the Alliance of Comprehensive Planners (ACP), I now help people tame their retirement worries and obtain financial independence. Wallace works with proactive couples, often with school aged children that want to build a path to retirement and financial independence.
In my studies, I earned an MBA with a specialization in Financial Planning. I passed the gold star Certified Financial Planner® exam and am a candidate for the Certified Financial Planner (R) designation. Additionally, I passed a rigorous three part exam process and am admitted to practice before the IRS as an Enrolled Agent.
In my spare time I enjoy exercise, public speaking with Orland Park Toastmasters and the Chicago Southland Speakers Association and am active in multiple roles at church. My most important life role is as a husband and father to his young son.
Please click here for disclaimers, disclosures and important legal information.
* The Alliance of Comprehensive Planners (ACP), a not-for-profit association of Certified Financial Planner and Personal Financial Specialist professionals. With over 170 members, it is a recognized leader within the financial planning world. ACP offers the training and communal support for advisors to establish and grow thriving, independent financial planning practices. As fee-only advisors, ACP planners abide by the highest fiduciary standards and act in their clients' best interests.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.