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 Larry J. Soukup, CPA JD MBA CFP® is Co-Founder and Senior Advisor of Cambridge Financial Advisors, LLC. For over 30 years he has been helping clients acquire and protect their wealth so they can live the life of their dreams. He strongly believes that money decisions have a very direct relationship with happiness and peace of mind.
Larry has always enjoyed the numbers side of the business, and knew from an early age that he wanted to help people plan for their financial future. His strong educational credentials and years of experience enable him to provide unbiased, objective advice and to serve his clients as trusted advisor. His mission is to make sure that every client has a clear financial path to the future. He wants to help clients create enough wealth so that they can live a life of no regrets – the life they have always dreamed about.
Larry helps people move through life’s transitions by addressing the big questions: Will I have enough money to “retire”, however I choose to define that? Is my investment plan right for my situation? Am I achieving all of the tax savings that the law allows? Will my estate plan accomplish my wishes efficiently and in a tax-effective manner? If I dream big dreams, what will my resources allow me to do?
In addition to retirees and pre-retirees, Larry works with small business owners who have tapped into the American dream and built successful businesses – and now need to evaluate their situation to plan strategies to protect their wealth. He will design strategies which coordinate investment goals, tax planning, asset protection, and estate planning.
A fifth-generation Iowa farm boy, former U.S. Air Force officer, and holder of two advanced degrees, Larry prides himself in helping people set ambitious goals. He then provides them the tools to achieve those goals. In addition to being a Certified Financial Planner licensee, Larry is a tax attorney and Certified Public Accountant. He was formerly Partner-in-Charge of Financial & Estate Planning Services for a major Midwestern CPA firm. He is a member of the Alliance of Cambridge Advisors, the National Association of Personal Financial Advisors (NAPFA), and the Colorado Society of CPA’s.
Larry believes in sharing his time and experiences. He is very active in his church, Rotary, and Habitat for Humanity.
Larry has accomplished one of his life goals by establishing his life with his wife Bobbie in the mountains of Colorado. They enjoy spending time with their four adult children, skiing, hiking and horseback riding. He can be reached at 719-539-1040 or at larry@cambridgefinancialadvisors.com. |
