"It is the goal of my office to work in partnership with quality people who care about their Faith, Family, Fitness, Finances, and Future. Together we identify and implement our client’s goals by aligning their actions with their values."
Gene LaRock CLU®, ChFC® is a member of the premier Association of Financial Professionals, The Million Dollar Round Table. This is an international, independent association of nearly 38,000 of the world's most successful life insurance and financial services professionals from more than 450 companies in 79 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.
Creating Financial Plans for Your Business and Family
For many business owners and busy professionals, there’s little time left after career and family to deal with personal finances. Unfortunately, being too busy can be costly.
Perhaps you’ve saved some money, bought some life insurance or invested in the market. But have you taken the time to examine your current financial situation to ensure that you are on track to meet your long-term financial goals?
That’s where I can help. Whether you are concerned about your own financial situation or that of your family or your business, I can help you identify your financial planning needs, and then address those needs by blending a wide range of insurance and investment products.
An Expert in Special Needs Planning
Gene LaRock, a member of Northwestern Mutual’s Special Steps program, is passionate about assisting families with special needs. Gene is experienced in special needs planning including navigating third-party benefits and the legal issues involved in planning for a dependent with special needs.
As a parent of a child with special needs, Gene is also intimately aware of the financial and emotional challenges families face while navigating challenging times and processes.
Gene understands the importance of balancing the complex needs and goals of a family – from retirement to education funding along with the needs of a loved one with special needs. Call Gene to learn more about how Northwestern Mutual's Special Steps Program can help guide you through the process to secure a future of financial security for every member of your family today.
Another great resource is the Special Needs Alliance. It is a national, non-profit organization and can be found on the web at www.specialneedsalliance.com
Call Gene at 800-831-8185 or email Gene today to discuss special needs planning for you and your loved one.
Gene LaRock is a qualified and experienced Northwestern Mutual Financial Advisor who specialize in serving the unique financial needs of physicians.
Gene understands that you live in a world where change can sometimes feel like the only one sure thing in your profession. Change is constant. Change can even affect how you are compensated and how your retirement funds are accumulated, taxed, and eventually dispersed during your life and after you’re gone.
As a healthcare professional it is imperative that you are well informed about the most effective ways to financially plan for your future. Gene can help you create a plan that balances risk, cost, and time horizon with your personal, financial and professional objectives.
Call Gene at 800-831-8185 or email Gene today to discover the financial strategies that will work best for you.
Planning for Business Owners
As a business owner, you understand risk. It’s there to greet you first thing in the morning and never rests even on those rare occasions when you do. There are risks, however, that you don’t need to manage on your own. For over twenty years Gene has used tax favorable strategies to help business owners, particularly those in the contracting industry, deal with issues like succession and retirement planning, employee benefits and personal wealth accumulation strategies.