Lawrence Perry, CLU, ChFC, CLTC has been a Financial Services Professional since 1975. Larry holds a BS degree from the University of Maine. The philosophy that Larry utilizes in his business is designed to help clients clarify their hopes and expectations for their futures. Aiding them in articulating their most dearly held values and translating them into an ongoing action plan directed toward the realization of those values is the foundation of his commitment to his clients. This process enables him to better equip his clients to focus their attention on enhancing their financial well-being…and the financial well-being of those they care about most. Earning the professional designations of Chartered Life Underwriter, Chartered Financial Consultant, and Chartered Long Term Care Consultant underscores his determination to provide clients with access to the information, services, and products necessary to implement effective financial strategies.
Currently, Larry is a member of the Maine Estate Planning Council, National Association of Insurance and Financial Advisors, and is a member of the Maine Society of Financial Service Professionals. He lives in Falmouth, Maine with his wife Susan, has two grown sons, one of whom is part of this practice. He is also an active member of the Falmouth Congregational Church.