"Providing Advanced Case Writing Expertise and Analytical Support to a Select Group of Allied Professionals since 1985"

Larry Hanslits, CPF®

Larry Hanslits, CFP®, is our Alliance Partner in the area of advanced case writing and analytical support. A financial planner since 1985, Larry applies his years of client experience and specialized knowledge to help financial advisors develop effective client presentations.

In 1999, he founded The Hanslits Institute to provide continuing education to attorneys, CPAs, financial planners, and the insurance industry. He has authored comprehensive estate planning software, retirement distribution and planning software, as well as continuing education articles for the College of Financial Planning.

Access to Hanslits Planning Corp

Thanks to an exclusive arrangement with FocusPoint, Larry is pleased to offer his insights and expertise to our Private Label Partners who may want a helping hand. You will not only have access to Larry but you will receive preferred client rates. Advisors who have partnered with Larry to produce presentation materials are enthused about the relationship — and the results.

Services Offered

Working with the advisor, Larry will analyze the client situation and clearly illustrate both the potential problems and suggested solutions:

Retirement planning projections
Cash flow projections
Estate projections
Education analysis
Survivor needs analysis, etc.
Available to meet with you and/or your clients, if desired
Advanced case writing and analytical support at a discounted rate
Revenue sharing and/or monthly retainer plans
Planning fees negotiable based on various criteria

Background and Credentials

Larry still works with his own clientele, but working with other advisors and creating persuasive client presentations is his forte'. While his credentials and experience are impressive, it is Larry's affable personality and dedication to delivering quality solutions that wins friends and influences clients.

Adjunct Professor for the Academy of Multidisciplinary Practice through Michigan State University
Fellow and Instructor, the Wealth Strategies Institute and the Esperti Peterson Institute — Shares his estate and financial planning knowledge with a small, hand—selected number of attorneys and financial advisors from across the nation
Currently teaching and judging a financial planning scholarship contest at Oregon State University
Senior Instructor for The Heritage Institute — Helps structure continuing education programs for other professionals
Instructor for The Southern California Institute
Author of many articles and professional works, including: "Tax Advantaged Gifting Strategies" for the College of Financial Planning's continuing education series "Financial Perspectives"
Co—authored IRA and retirement plan distribution software for Ocaso Software Company
Co—authored comprehensive estate planning software for the National Network of Estate Planning Attorneys

“As a traditional ensemble firm with over 20 years in the business, we could afford to bring on our own employees, but then we’d have to find the right people, make sure they were trained and had the right systems, supervise them, manage the human aspects that come with that type of a working relationship, create an investment committee, and more. Frankly, I don’t want the headaches that come with more people and systems.”

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