Professional Profile:
Larry L. Van Oort, CWC™ CFP®, President, Family
Legacy Planning Specialists™, lives in Cedar Falls, Iowa,
where he began advising individuals, families, and businesses with
their planning needs over 20 years ago. Today, Larry travels the
country helping clients discover important emotional insights and
understandings relating to their personal values that contributed
to their success. This critical wisdom can now be permanently passed
down to succeeding generations along with the physical evidence
of their success (their money).
He begins with Guided Discovery™, the process of
learning during which you are guided by another to learn from your
own experiences.
It is the foundation of a comprehensive legacy planning expertise
called The Heritage Process™; an extensive individualized
and unique planning experience that helps individuals first determine
what is most important to them along with the people that they
care about and then assists clients with that information for crafting
their family vision statement.
The family vision statement provides
the needed guidance for family members, both now and in the future,
as well as to the other specialists
charged with wisely managing, preserving, and protecting the family’s
resources. It preserves the family’s deepest meaning through
a written tradition so that their significance is not lost to history
but instead provides a baseline for effectively mentoring their
children and empowering the many generations that will follow.
His guide star for best achieving these goals is summarized
in his mission statement:
“
I focus on providing value by helping caring people enunciate their
dreams and by determining how their financial resources can support
them. Then I assist them in achieving their desired outcome for
themselves, their loved ones, and the causes they care about.” ~Larry
L. Van Oort
These are some of the values Larry provides his clients:
- Helps
them discover and define the lives they want.
- Quantifies and
confirms their families’ financial security.
- Assists them
in building their vision statement for clarifying the rest
of their lives and the lives of generations that follow.
- Functions
as a mentor/coach for the clients’ advisory team,
which is charged with assisting the realization of their clients’ dreams.
- Creates the peace of mind clients are seeking.
Personal:
Larry is married to his wife, Pat, for over forty years. They
have three children: Tony, Ann, and Stratton along with their
son-in-law,
Brad, and three grandchildren, Josie, Calli, and Katie. In his
spare time he enjoys reading as well as boating and fishing on
the upper Mississippi River valley with his family and friends
and is also involved in church, civic, and community organizations.
Education & Professional:
Mr. Van Oort earned his BA and MA in English from the University
of Northern Iowa. After successfully teaching English and coaching
football at the high school and community college levels, Larry
entered financial planning over twenty years ago where he has
been helping individuals, families, and organizations reach their desired
financial objectives. Always a seeker of personal and professional
growth, Larry is a Certified Wealth Consultant™ with The
Heritage Institute and is also a
Certified Financial Planner®..
› See and Hear Larry |
