Meet the Team
Larry Kupferer
I started my insurance and financial planning career in Houston, TX, in 1985. At the time, I was working with parents who were planning for their children’s college education with insurance and planning products.
I moved to Aurora, IL, in 1987, where I worked with small business owners to protect their employees with medical insurance through the local chamber of commerce. I built my business by learning about their problems and assisting them in finding and offering solutions.
Nowadays, I have almost 40 years' worth of experience to share with my clients in the areas of retirement and income planning for business owners and their key personnel. I also assist those owners with business buy/sell agreements and succession planning. I also have experience in long-term care planning.
And with my RICP® (Retirement Income Certified Professional) designation, I am now qualified to advise retirees and near-retirees as to the best way to use the assets they have accumulated for retirement to live comfortably within a realistic budget and not run out of money prematurely.
Over the years, we have found that a team approach can be an effective way to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our service that can all be coordinated with your individual goals in mind.
No one strategy fits everyone, which is why every client gets our undivided attention—from reviewing your current retirement investment activities to discussing models that best balance your risks and staying in touch regarding all future life changes. We are there for you.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.