At Larsen and Warren Financial Group, we work hard to ensure that you will understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We aim to make sure that you understand the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly to us, we hope that you will see the value of working with skilled professionals as you pursue your financial goals.
A LITTLE HISTORY ABOUT US...
In 1987 Jan Larsen joined New York Life. He began his career working in the General Office located in Everett. Jan later moved his office to Lake Stevens working under the DBA of Larsen Financial Services. Jan became a District Agent for New York Life in 2003 and began building a team of New York Life agents. In April of 2004 Doug Warren joined New York Life and Larsen Financial Services. In January of 2021 Larsen & Warren Financial Group LLC was formed. This new company was formed to provide for a transition of Jan into retirement while providing continuity to our clients and staff.Contact Us
We help you identify financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren.
Estate and Legacy Planning
Through collaboration with you and your other advisors, we can assess the impact of state and federal taxes on your estate and suggest strategies designed to minimize those taxes, while meeting your personal philosophies and family needs.
At Larsen and Warren Financial Group, we design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. We offer a consistent process to ensure management of investment assets according to your risk tolerances and expected returns investment goals. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.
Business Succession and Exit Planning
Succession planning allows owners to leave their business on their own time frame while preparing their company to be transferred to another party. This must be done in a way that achieves personal financial security, maintains harmony, and achieves maximum value for the business.
The success of most businesses is tied into the talent, passion and work ethics of their key executives. Executive benefit packages can help you attract, motivate, and retain high-caliber employees and keep your company healthy and stable. At Larsen and Warren Financial Group, we can suggest a variety of benefit packages to meet your needs and objectives.
Charitable planning allows you to support the organizations and causes that matter to you, while providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving plan that is in alignment with your personal and philanthropic goals.
We understand the things that are important to you. And our relationship with you and the process for securing your family’s future begins right there.
At Larsen and Warren Financial Group, we put not only our own considerable experience to work on your behalf, but also the knowledge of the elite team of The Nautilus Group® professionals experienced in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.
Our 6 Step Process:
- Clarify your concerns and objectives
- Provide a clear analysis and projection of your personal and business financial information
- Explore possible strategies to achieve your goals
- Collaborate with your circle of advisors
- Implement and follow up with your plan
- Create a summary of your plan
Retire On Your Terms
Retirement does look the same today as it did just 20 years ago. We live more active lifestyles and being retired does not mean that we have to slow down. You worked hard to get to this point in your life. You get to decide what this next chapter is going to look like. We will help you navigate the course with confidence.Contact Us
Our ResourcesWelcome to our resource center. We have created a library of information on important financial topics that we believe you'll find helpful.
Jan and Doug are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance.
As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Jan work hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.
Through Eagle Strategies, Jan and Doug provide fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is a Registered Investment Adviser and is a wholly-owned subsidiary of New York Life Insurance Company.
Ash Brokerage is an unaffiliated privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.
Larsen and Warren Financial Group
Lake Stevens, WA 98258
Jan Larsen CLU, ChFC
Doug Warren ChFC
Licensed Service Assistant