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Advisors Todd Larson and Brad Smith share how they use the Live, Give, Owe, Grow framework with their clients.
Todd Larson, CKA®, CFP®, CRPC®, CFS®, APMA®, CLTC, is a Private Wealth Advisor with Larson, Reynolds and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. in Fort Wayne, IN. Todd received his undergraduate degree from Purdue University and a Master of Science in Financial Services from the Institute of Business and Finance. A Certified Kingdom Advisor®, he focuses on retirement and estate planning strategies, as well as small businesses.
Brad Smith is a Senior Wealth Advisor with Advice First Wealth and Investment Planning Counsel®, and a Certified Kingdom Advisor®. Using his "Journey to Meaningful Significance" process, Brad leads his clients through a personal wealth management process that focuses on delineating life goals and personal values and creating a plan to reach those goals. Brad’s clients are encouraged to use their time, talent and treasures to make a lasting difference with their lives and in the lives of those around them. Brad works with his wife, Laurie, in their practice in Ontario, Canada.