Larry Roby, RICP, MRFC, MCEP
Larry Roby is a financial professional at PS&G Financial Partners and founder and President of Senior Financial Advisors. One of Larry's core principles is his belief in the value of education. This belief has been the foundation of his business and a guiding force behind his team's focus on everything retirement.
As senior issues are constantly shifting, Larry believes it is important to educate himself on the changing market. He is a nine-year member of the Million Dollar Round Table* and has achieved "Top of the Table" status for the past five years.
In the field of retirement planning, Larry took what started as a simple interest in helping his own family and, through advanced education and self-study, has turned that into a business that can help all people. Nothing is more important to Larry than the relationships he has made with clients and partners of SFA, and he strives to make clients glad they decided to work with him.
HTK is independent of Senior Financial Advisors, Inc. and assumes no responsibility for their advisory programs and conducts no suitability supervision over the transactions initiated by their IAR's. Senior Financial Advisors, Inc., is required to provide to their clients a copy of their Form ADV Part 2A, advisory agreements and disclosures as well a copy of the Advisor's Form ADV Part 2B. For more information on Senior Financial Advisors, Inc. or their Advisor's please visit www.adviserinfo.sec.gov.
*The Million Dollar Round Table is a trade association to help insurance brokers and financial advisors establish best business practices and develop ethical and effective ways to increase client interest in financial products, specifically risk-based products like life insurance, disability, and long-term care. Annual qualification requirements include demonstrating a set annual production requirement and agreeing to a code of ethics, but is not based on client experience or performance. For more information regarding the Million Dollar Round Table eligibility, please see https://www.mdrt.org/membership/requirements/. Membership in no way constitutes an endorsement from Million Dollar Round table or any client. To qualify for court of the table a member must demonstrate annual commission of three times the base requirement.