Individuals & Families

We’re people people.

No matter the specific business or industry, we’re always working with people. Relationships with individuals and families are truly the backbone of what we do.

Want to ensure your wealth goes to your grandkids equally? Planning to knock some things off your bucket list in retirement?

Whatever your personal journey looks like, we want to help get you there. When we work with individuals and families, we take the time necessary to truly understand short and long-term goals, family dynamics and what success looks like for you.

We’re privileged to offer custom estate, personal financial and retirement plans to fit the needs of each of our unique clients. And the deep relationships we gain are truly the cherry on top.

Some of the most common services we provide to individuals and families are:

  • Estate Planning
  • Personal Financial Planning
  • Retirement Planning
  • Tax Planning
See All of Our Services

Individuals & Families Leader

Meet Kevin

He's our Individuals & Families Leader and a hole-in-one hitting, Lynden-native football legend.

“We needed someone to hold our hands and show us a way forward. Kevin De Young and crew took a very messy situation and developed a variety of strategies for us that did just that. Everybody at Larson Gross was great to work with, and we can’t recommend them enough.”

Brad Imus, LG Client Since 2015

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Larson Gross is pleased to announce our continued relationship with RSM, a compelling, digital, global organization serving the assurance, tax and consulting needs of middle market companies worldwide. As a former member of the RSM Alliance, we look forward to working with RSM as a client in the firm’s new Professional Services+ Practice, which provides professional services firms in accounting, consulting, law and other professions access to a wide range of client-centric services, leading tools and tailored solutions to accelerate growth. In addition, PS+ clients may participate in the PS+ Collaborative, a value-added client benefit that facilitates peer-to-peer engagement around the unique and evolving needs of professional services organizations, and their clients and employees through annual conferences, peer groups, workshops, roundtables and other interactions.

Disclaimer: LG Financial Services LLC is a registered investment adviser in the State of Washington. LG Financial Services LLC may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

* The information provided by Elgie, our digital assistant, should not be considered tax advice. Actions based on the information it provides should not be taken without further consultation with a licensed tax professional. © 2010-2024

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Please note our offices will be closed Monday, November 25 - Friday, November 29 to allow our team time to recharge over the holiday.

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