Larson Financial Planning, Inc.

Larson Financial Planning is an independent, fee-only financial planning firm in Winchester that focuses on registered nurses and other healthcare professionals. Owner and principal Christina A. Larson is herself a registered nurse with a master’s degree in nursing as well as a Certified Financial Planner. The firm helps clients build a clear plan around retirement, investments, taxes and benefits, aiming to bring the pieces of a client’s financial puzzle together into a clear picture of what to do.

Typical questions include whether a client has enough to retire, whether to take a pension as a lump sum or a monthly annuity, when to start Social Security and how to apply for Medicare. The firm invests and manages money with individualized strategies, shows clients how to set up a retirement income stream, and works with attorneys and tax preparers so that estate documents and tax strategies are coordinated.

What to Know

• As a fee-only firm, it is paid by clients rather than through commissions on products.
• The firm helps clients choose Medicare supplement and prescription drug plans.
• It can refer clients to estate and tax specialists it has worked with for years.
• The firm describes its specialty as listening to people and answering their questions.