Laryssa Freeman, CFP® Meritage Wealth Management

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About Laryssa Freeman, CFP®

I recognize I’m not a good fit for everyone, and that’s ok! I offer a complimentary introductory meeting so that we can be open and honest from the outset to ensure our mutual compatibility.

New clients are typically concerned with taxes in retirement, understanding if their assets will last throughout retirement and coordinating assets to replace their paycheck.

I offer flat fee financial planning or ongoing comprehensive services to take the heavy lifting off your plate. Your choice!

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Recently Published

Work Optional Webinar: What You Need to Know

July 25, 2022

Registration is now closed for this webinar. Join my newsletter here for updates on future webinars! Join me for a live webinar on Tuesday September 27th, 2022 at 7:00 pm PST. Are you in or quickly approaching the time in your life where work is optional? Are your stock options, large retirement plan balances and […]

The post Work Optional Webinar: What You Need to Know appeared first on Meritage Wealth Management.

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Women, Wealth, and Legacy Planning

October 27, 2020

Women play a central role in establishing and preserving family wealth — whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect the financial security of themselves or their families. Consider these statistics:1 Women now control more than half of personal wealth in the United States. In more than 40% […]

The post Women, Wealth, and Legacy Planning appeared first on Meritage Wealth Management.

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A Checklist for Your Retirement Planning

October 20, 2020

Remember, it is never too early to start planning for your future The time to begin planning for your financial future is now. So, when it comes to preparing for retirement, the earlier you start, the better. Here are some steps to help you achieve your overall objectives: Review your current financial situation by assessing […]

The post A Checklist for Your Retirement Planning appeared first on Meritage Wealth Management.

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Ideal Clients

  • Baby Boomers
  • Divorced Women
  • Retirement Planning
  • Widow/Widower

Ways Advisor Charges

  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Flat Fee: $3500+/engagement
  • Hourly Fee: $350+/hr
  • Assets Under Management: 1.00%

SEC Records

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