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

RSM US Alliance provides its members with access to resources of RSM US LLP. RSM US Alliance member firms are separate and independent businesses and legal entities that are responsible for their own acts and omissions, and each are separate and independent from RSM US LLP. RSM US LLP is the U.S. member firm of RSM International, a global network of independent audit, tax, and consulting firms. Members of RSM US Alliance have access to RSM International resources through RSM US LLP but are not member firms of RSM International. Visit rsmus.com/aboutus for more information regarding RSM US LLP and RSM International. The RSM™ brandmark is used under license by RSM US LLP. RSM US Alliance products and services are proprietary to RSM US LLP.

 
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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.

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