Who We Are

Rorik Helps Families with their Financial Concerns

Wallace Larson

Struggles with money questions and worries are not new to me.   I faced them prior to my retirement from the Army.  Fortunately, I had a bit of experience having self-managed my own investments since high school.  Not trusting the advisors available overseas,  I set about researching and studying to reduce my financial retirement anxiety by earning an MBA in financial planning.  In the process, I developed a passion for helping people with similar concerns.   As a Fee-Only Planner affiliated with the Alliance of Comprehensive Planners (ACP)*, I help individuals and couples with their financial decisions.   Proactive folks seek me out.  Often with school aged children,  they want to build a path to retirement and financial independence while helping their kids with college.

After completing the MBA, I passed the challenging 10-hour exam and completed the other requirements to become a CERTIFIED FINANCIAL PLANNER (TM) professional.  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.

Unique Perspective

I bring an unique perspective.   My parents, part of the silent generation were older than the norm when I was born.  They experienced the immediate after affects of Depression and the rationing of goods during World War II.  As result I have learned to account for my funds, have strong work ethic, and appreciate that “money doesn’t grow on trees.”  This ties me in with those boomers near or at retirement with strong family influences dating back to the Depression.

Furthermore, I was born on the changeover month between Baby Boomers and Generation X.   The Generation X experience gives me similar characteristics to a younger generations such as embracing technology and seeking work-life balance like other parents of school aged kids.  These folks are often greatly effected by their personal experience in the Great Recession.

My unique perspective is frequently overlapping and admittedly sometimes conflicting.  Regardless, it helps me identify closely with two different generations that have unique perspectives on life and their finances.

Personal Life

Camping at Camp Betz, Berrien Springs, Michigan

My most important life role is as Daddy to my school age son.  As such,  I teach religious education, participate in Cub Scout events, volunteer at school, and take my boy to Taekwondo.  As a single custodial parent,   I have to make it a priority to take care of myself.  This includes recreational activities, exercise,  healthy meals,  sleep and spiritual work.  My life can be busy so I am adept at breaking down things to the basics so to ensure the important things get done well.  That, for me, means keeping things simple while putting first things first, one day at a time.  This skill helps me, my boy and my clients.

 

 

 

 

 

* 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.

Disclaimers, Disclosures and Important Legal Information

 

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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