Larry Mott is a Certified Financial Planner of Wealth Design Group an office of Rethink Wealth, LLC.
Since 1989, Larry has worked with Physicians, Dentists, Attorneys, Professionals, Executives, and Business Owners specializing in the design, implementation, and management of protection and investment portfolios to help clients gain financial organization, build wealth, strive for financial success, optimize retirement income, and transfer assets to the next generation.
Larry is a registered investment advisor and holds seven security registrations with FINRA: Series 6, 7, 63, 66, 53, 24, and 26. Larry also holds several insurance licenses in various states. These licenses include life, annuity, health insurance, and property & casualty license. In addition to a Certified Financial Planner (CFP® ), Larry is a Life Underwriting Training Council Fellow (LUTCF) and Chartered Leadership Fellow (CLF) from the American College and is a graduate of Auburn University.
Larry provides the client with innovative strategies, creative solutions, and outstanding service that helps them make informed financial decisions. As a result, clients have access to a vast amount of knowledge, support, products, services, and qualified specialists that they normally would not have on their own.
Over the years, people have chosen to work with Larry for his desire and dedication to always do what is in the interest of the client and not the interest of a financial institution.
Larry clearly communicates to the client how money really works and what financial products are best suited for their specific needs. Larry focuses on educating the client on what financial products they have, why they have them, and how they fit into their overall financial plan. Larry will show the client how to protect against wealth eroding dangers we will all inevitably face such as taxes, inflation, market volatility, debt, illness, death, lawsuits, procrastination, insufficient resources, and the risk of outliving one’s money. Clients benefit from working with Larry by being more financially organized, more financially confident, and more optimistic in their financial future so that they can honor the commitments they have made to those who mean the most, i.e., family, friends, business, and oneself.
Using a verifiable planning process, Larry will educate, organize, and prepare clients for the inevitable financial issues they will face. The first step is for clients to understand the process then to explore the time frame, opportunities, challenges, and risks one will face as they aim to accomplish their financial goals. The second step is to assess one’s current financial portfolio and determine how it can be enhanced based on the current situation. Larry will also inform clients of financial opportunities that maybe available. This helps align one’s actions with one’s intentions to help achieve maximum financial potential and financial efficiency while lowering expenses and mitigating risk. Larry will keep the clients up to date on any needed plan changes throughout the years. The ultimate benefit for the client is financial confidence to enjoy one’s wealth, the knowledge to adapt to future events, and the financial independence to live the life desired.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA insurance license #0H23142.