Larry Pershing
    FiduciaryCFPRMA®

    Larry Pershing

    Founder & CEO

    Optimum Retirement Planning
    Illinois9 years experience$1 minimum

    About Larry

    Hi, I'm Larry Pershing, CFP®, RMA®. I focus on helping people age 50 and better build tax-efficient retirement income for a flat fee. Having worked in various wealth management firms in my career, I was surprised to discover many firms try to service everyone, which leads them to being average for all. Some are more concerned with amassing client assets than providing customized recommendations. I founded Optimum Retirement Planning, an independent financial planning firm, because I saw a need for specialists to help clients navigate the complex and challenging financial aspects of retirement. Our offering is different. We don't work with everyone. We specialize in helping those who are close to and in retirement. We apply the latest financial research for retirement to build tax-smart retirement income and investment strategies.

    Areas of focus

    Credentials & background

    Designations

    CFPRMA®

    Clients served

    IndividualsFamiliesTech ProfessionalsMedical Professionals

    Regulatory

    • Firm CRD #312732

    The firm

    Optimum Retirement Planning
    Optimum Retirement Planning

    **Firm Bio: Your Trusted Partner in Real Estate Law** We are a boutique law firm specializing in all aspects of real estate law, dedicated to providing exceptional legal services to individuals, businesses, and investors. With a deep understanding of the complexities of property transactions and disputes, our experienced team offers strategic guidance and effective solutions tailored to your unique needs. From residential and commercial purchases and sales to leasing, financing, zoning, and land use, we navigate the intricacies of real estate law with precision and care. We are committed to protecting your interests, minimizing risks, and achieving favorable outcomes, whether you're a first-time homebuyer, a seasoned developer, or a business seeking to expand. Our client-centric approach means we prioritize clear communication, accessibility, and a thorough understanding of your objectives. We believe in building lasting relationships based on trust, integrity, and a shared commitment to success. Let us be your trusted partner in achieving your real estate goals.

    405 WEST SUPERIOR STREET CHICAGO, IL 60654