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Our Process In Action

At LFA, our goal is simple: to help our clients and their families grow, manage, and sustain their wealth. We do so through uncompromised, integrated wealth management founded on trust, competence and service.

We don't start by telling you what we think you should do. We start by discussing your needs, wishes, and plans, both for your money and for your life.

When you work with LFA, you have a trusted guide that will help chart a course to your financial success. Working on a highly personal basis with each individual client, our objective is to develop a customized financial roadmap and investment portfolio – all with a long-term focus that allows you to meet life’s most important goals.

Discovery:  In our initial meeting, we uncover your needs, goals, concerns and evaluate your current financial position.

Framework: With a clear understanding of where you are and where you want to go, we design an actionable plan to take you confidently forward.

Commit & Implement: You review your plan, and we answer your questions, respond to any concerns, and decide together how to proceed. We then take care of the paperwork and put your plan into action.

Monitor and Review: As life changes, so do your goals and resources. Through our ongoing relationship, we’ll review your plan periodically – monitoring your progress and building upon it so that your financial strategy continues to work toward the goals you’ve set. 

© 2018 Larkspur Financial Advisors | 100 Tamal Plaza, Suite 110, Corte Madera, CA 94925 | All rights reserved
P: 415.924.6703 | F: 415.924.6723 Advisors@LarkspurFA.com |
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Securities and advisory services offered through The Strategic Financial Alliance, Inc., (SFA), member FINRA/SIPC, which is otherwise unaffiliated with Larkspur Financial Advisors or LFA Holdings, Inc. Ronald Murphy, CLU, ChFC (CA Insurance License #0290052) is a Registered Principal and Investment Advisor Representative of SFA. J. Richard Arellano, CLU, ChFC (CA Insurance License #0186691), and Kevin Bartel (CA Insurance License #0J04584) are Registered Representatives and Investment Advisor Representatives of SFA.

We are licensed to sell Insurance Products in the following states: California, Florida, Georgia, Nevada, Oregon, Texas, Utah, and Washington.
We are licensed to sell Securities in the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, and Washington.