Navigating Retirement in a Volatile Market – FirstLine Financial is committed to providing the very best fiduciary services in the retirement planning industry today. Our mission is to educate and guide pre and post retirees to help them realize a better retirement.

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Navigating Retirement in a Volatile Market, March 2nd.

MEET THE PRESENTERS

RYAN LARSON
Founder, Wealth Management

Ryan Larson is the principal Investment Advisor Representative and Founder of FirstLine Financial, LLC located in Scottsdale, Arizona. Ryan recognizes the importance of growing and preserving the assets accumulated for retirement and the need for reallocating those assets in transition from the working years to the retirement years. Focused on the unique needs of retirees and transitioning Boomers, Ryan employs a host of time-tested strategies utilizing both securities and insurance offerings. Ryan’s personal mission is to protect one’s life savings from unnecessary risks from market fluctuations and avoid fees and whenever possible, create tax efficiencies.

KATE LARSON
Founder, Wealth Management

Kate Larson co-founded FirstLine Financial, LLC along with her husband, Ryan. Kate’s focus in the company are strategies that mitigate risk within a portfolio. Employing insurance products, she advocates for principal protection and guarantees that help her clients sleep better at night knowing their portfolio is safe from market volatility.