Rorik Larson

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.

The Strategic College Plan

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. 

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Financial Peace: Creating it for the New Year; Money and More© December 2019

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 as it happens with much less financial stress.   That is financial peace of mind.

Financial Peace: Creating it for the New Year; Money and More© December 2019 Read More »

Yuck! Budgeting! I hate it! ( Not anymore) Money and More© October 15, 2019

From time to time I have had clients that I believed need to do some work on budgeting. In, both, my professional and personal life I like to walk my talk or said another way practice what I preach. So, it was time for me start or rather restart my budgeting journey. I had struggled in earlier attempts as I dislike bookkeeping type work and after a “honeymoon” period usually stop the effort.

Yuck! Budgeting! I hate it! ( Not anymore) Money and More© October 15, 2019 Read More »

Money and More© August 15, 2019 Retirement Investing

It can be scary retiring after a near lifetime of working.   Perhaps even scarier is realizing that you must live on what you have now in investments.   The markets daily ups and down with the television, radio, and social media hype only enhance this fear.  How are you to do your retirement investing?  Put them under a mattress or bank CD’s earning very little interest?  Here is a method that works for my clients.

Money and More© August 15, 2019 Retirement Investing Read More »

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