About Essential Financial Strategies

Rorik helps couples reach financial independence.

Wallace Larson

Struggles with money worries are not new to me 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 similiar concerns.   Affiliated with the Alliance of Comprehensive Planners (ACP)*, I now help people reach their financial goals.   Proactive couples, often with school aged children that want to build a path to retirement and financial independence seek me out.

In my studies, I earned an MBA with a specialization in Financial Planning.  After completing the degree, I passed the 10 hour CERTIFIED FINANCIAL PLANNER (TM)  exam and completed the other requirements to become a CERTIFIED FINANCIAL PLANNER (TM).  Additionally, I passed a rigorous three part exam process and am admitted to practice before the IRS as an Enrolled Agent.

See The West Orland Park Life article about my military service.

In my spare time I enjoy exercise and am active in multiple roles at my church.  My most important life role is as Daddy to my young son.

 

* The Alliance of Comprehensive Planners (ACP), a not-for-profit association of over 150 Certified Financial Planner and Personal Financial Specialist professionals, is a recognized leader within the financial planning world.  They offer the training and communal support for advisors to establish and grow thriving, independent financial planning practices with resources equivalent to that of much larger organizations.  As fee-only advisors, ACP planners abide by the highest fiduciary standards and act in their clients’ best interests.
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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.

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