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Larkspur Financial 0618 Portfolios

Anonymized showcases of tax-efficient retirement strategies for Denver physicians and dentists. Real growth charts and savings metrics from practice owners like you.

Portfolios Built for Practice Owners

Fee-only fiduciary focus: Tax-efficient paths to freedom.

Alyssa Voss, CFP, founded Larkspur Financial 0618 in 2015 to address the unique financial complexities faced by physician and dentist practice owners in Denver. With over 18 years in wealth management, she identified a gap: high earners burdened by inefficient taxes and misaligned investments. Today, we manage $185 million in assets, prioritizing direct indexing and municipal bonds to minimize liabilities.

Our fee-only model ensures every decision aligns with your interests, not commissions. We've helped 52 medical professionals transition practices while securing retirement growth averaging 11.2% CAGR after taxes. Practice owners first—always.

From solo dentists in Cherry Creek to multi-site cardiology groups in Aurora, our portfolios reflect Denver's medical landscape. Anonymized here, each tells a story of precision planning.

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Larkspur Financial 0618 Case Portfolios

Twelve anonymized examples filtered by practice type. Hover for growth trajectories and tax savings details.

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Cardiology

Physician Solo Practice, Age 48

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Specialty

Orthodontist, Age 51

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Multi-Site

Dentist Group, Age 55

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Primary Care

Family Medicine, Age 53

KEY TACTICS

Strategies in Larkspur Financial 0618 Portfolios

Tailored for medical professionals: Proven methods reducing taxes while growing principal.

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Direct Indexing Harvesting

Capture losses annually to offset gains, averaging 18% tax reduction for brackets over $500K. Customized to your practice's variable income.

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Municipal Bond Ladders

Tax-free income streams matching your retirement horizon. Yields 4.2% net for Denver clients, shielding against federal and state taxes.

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Concentrated Stock Management

Diversify practice sale proceeds without forced sales. 12% outperformance vs. benchmarks for post-transition portfolios.

52
Physicians & Dentists Served
11.2%
Avg. After-Tax CAGR
$185M
Assets Under Management
98%
Client Retention Rate

Larkspur restructured my portfolio post-practice sale, harvesting $187K in losses that year alone. My effective tax rate dropped from 32% to 19%, and growth hit 13.4% net. Alyssa Voss's precision made retirement feel secure—fee-only focus delivered real freedom.

Dr. Marcus Hale
Cardiologist, Peak Heart Clinic, Denver

Match Your Practice to a Larkspur Portfolio

We guide Denver practice owners to tax-efficient retirement via fiduciary strategies. Filter portfolios by specialty, then adapt to your EBITDA and timeline—no sales pressure.

Fiduciary Only

Bound by law to prioritize your interests. No commissions influence our tax-efficient paths to freedom.

Precise Modeling

Monte Carlo simulations tailored to medical income volatility. Practice owners first in every projection.

Privacy Absolute

Anonymized portfolios protect identities. Your data stays confidential as we build your plan.

Review Your Portfolio with Larkspur Financial 0618

Complimentary analysis of current holdings against our physician/dentist benchmarks. Identify tax drags in 45 minutes.

Schedule Free Review