Shane Larson

CFP®
Personal Finance, Retirement, Lifestage Based Planning
31
Answers
1
Articles
“Shane Larson, Owner of S.P. Larson Financial Planning, was a former caregiver himself and understands the unique circumstances caregivers are faced with and can help develop a solid plan to guide them through their journey.”
Firm:

S.P.Larson Financial Planning, LLC

Job Title:

Owner, Financial Planner

Biography:

Shane P. Larson, CFP® is the owner of S.P.Larson Financial Planning, LLC.  Shane founded S.P.Larson Financial Planning, LLC with the belief that financial planning is not a cookie-cutter and generic process, but is extremely individualistic, with the most successful plans coming when one starts having their money working in line with their values.  

 During the months leading up to Shane taking his CFP® exam, he and his family experienced difficult times with the declining health of a loved one. Between work, studying and long visits at a hospital bedside, he also helped keep the finances together so care would not be interrupted.  Shortly after he passed the test, he began to realize that others experience the same difficulties while trying to deal with money. Shane wanted to be an anchor for others like he was for his family. This experience also helped him develop the S.P.Larson Financial Planning philosophy of incorporating client's values into a financial plan; a step he feels is often overlooked.

 Outside of work, Shane likes riding his bike, obsessing over baseball and his beloved Mariners, reading huge books, enjoying a slice of pizza and a pint of craft beer, and taking impromptu trips with this fiancée .

Education:

BA, Business Administration, Washington State University

Assets Under Management:

$1 million

CRD Number:

5821159

Disclaimer:

 S.P.Larson Financial Planning, LLC (“SPLFP”) is a registered investment adviser offering advisory services in the State(s) of Washington and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

All Articles
April 2018

All Answers
    Financial Planning, Social Security, Disability Insurance
How can my disabled niece save money while receiving Social Security Disability Insurance benefits?

One way to save may be an ABLE 529 plan. This is much like the state ran college 529 plan, however, individuals who have had a disability prior to age 26 and have been receiving benefits for 12 consecutive months are eligible to contribute. The max each year is $14,000 and if the account exceeds $100,000, it will disqualify the individual from SSI payments. The funds can grow tax deferred and any distributions used to pay for qualified disability expenses are tax-free. Not all the states have enacted their plans yet, however, much like the college 529 plan, depending on the state, you do not have to be a resident in the state who currently has a plan set up.

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