Larry Roby
President & CEO
Member Status: Current
Member Since: 06-Dec-2006
Business Name: Senior Financial Advisors, Inc.
Business Type: Financial
Website: www.sfabridge.com
Business License:
Professional License:
Contact: (615) 216-1048
Business Address:
401 Uptown Square
Murfreesboro, TN 37129
Overview
Elder planning is complex and can be very emotional. Larry Roby assists clients in making well-informed choices that allow them to control their financial circumstances and fund them better than would otherwise be possible. When you consider the growing number of seniors in the United States, their financial futures requires nothing less.
Larry believes that every man and woman in America deserves to have a plan for retirement that provides them with the peace of mind from knowing their estate will be managed during their lifetime as they have directed even should they become incapacitated, which is designed to avoid unnecessary fees, charges, and commissions, and that is provided to them at a reasonable expense.
Larry founded Senior Financial Advisors with the primary focus being to help seniors receive more income, more growth, pay less tax and leave more money to their loved ones. His business became a “family affair” in the summer of 2010 when his wife, Cindee, sold her consulting firm and came to work with SFA. Cindee has her insurance producer’s license and serves as support for clients and agents. In late 2011, his son Kevin Cherry also came on board as an advisor. There’s nothing more important to Larry than family; and he would be honored to assist you and your family in your planning needs.
Education
Larry entered the financial market industry in 1985 when he obtained his Life and Health Insurance License as well as his securities license and eventually securing a Real Estate License, and most recently a Master Estate Planning designation. Larry has
completed various other educational courses on many different aspects of financial planning with an emphasis on safe money. Continuing education is very important to Larry, and he constantly strives to increase his knowledge and keep updated on all changes
and events within the industry.
Associations
Larry is an approved member of The National Ethics Association NEA an independent association of Insurance and Financial Advisors. This organization has maintained an exemplary record of business ethics and is considered an industry leader in ethical business
practices. Larry is also a member of the Murfreesboro Chamber of Commerce.
References
Shawn Kaplan, Kaplan Mortgage Planners
(615) 426-3182
Eddie Smith Regional Manager (502) 836-7007
Overview
Overview
Consumer Resources
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