Larry Ritter, ChSNC
Investment Advisor Representative
As a Technology Executive for 20+ years, I have lived through the daily pressure and demands of hard-working professionals. My experience with planning, organizing, leading and managing financial responsibilities created a natural path to the Financial Services industry. At Intouch Wealth Advisors, I interact with clients to articulate objectives, priorities and document their financial vision. I then collaborate on strategy, plans, and personally monitor their progress.
I focus on Professionals, Business Leaders, Owners, Pre-retired and retired markets:
Financial Analysis Managing Risk
Cash Flow Asset Protection
Debt Management Life Insurance
Net Worth Long Term Care
Financial Profile Disability Income Insurance
College Funding Annuities
Wealth Accumulation Retirement
Qualified and Non-Qualified Investments Income Sources
Asset Management Strategies Expense Planning
Tax Strategy 401K Rollovers
Trusts Social Security Strategies
Licenses
I have earned a Series 6, 7, 63, and 65 securities registrations, a Life/Accident/Health and Sickness license and The Chartered Special Needs Consultant (ChSNC) Professional designation.
Personal
I was born in the Chicago area and earned a BS degree in Electrical Engineering degree at Iowa State University. My wife and I moved to Arizona in 2004 after living in Florida, Washington and Colorado. I enjoy golf, reading, spending time with my three children and a growing collection of grandchildren.