Sent by Larry
Member Since: Dec 19th 2018
Lawrence Sprung CFP® is the President and Founder of Mitlin Financial, Inc. He entered the financial industry in 1996 and continues to be inspired and energized by the challenge of helping his clients achieve and even surpass their financial goals.
Mitlin Financial, Inc. is an SEC Registered Investment Advisor (RIA) that prides itself on facilitating their client's financial future. Being a fiduciary is a perfect fit for Larry’s personality and business perspective as he puts clients first and consistently helps them make decisions that are right for them.
Larry is known as a devoted educator. He is a frequent speaker at industry conferences and regularly films the firm’s “Mitlin Minute,” which is designed to provided information regarding relevant financial topics.
Today, Larry is proud to be serving the second and third generations of his clients. He has seen first-hand how strong financial habits instilled in parents, children and grandchildren, can impact a family’s wealth and wealth stewardship for generations.
As an active volunteer, Larry serves on the National Board of the American Foundation for Suicide Prevention (AFSP). With his wife, Denise, he has raised more than $1,000,000 for the organization through the Keith Milano Memorial Fund. The fund was created at AFSP in memory of Larry and Denise’s brother-in-law and brother, respectively.
Larry has been recognized as one of Long Island Business News' "40 Under 40," and his commentary is regularly featured in publications such as Long Island Business News, U.S. News & World Reports, Newsday, Investopedia, Yahoo Finance, and Nasdaq’s website.
If you have the pleasure of meeting Mr. Sprung, you will find that he is more often found conversing about AFSP, his sons’ or a hockey game. Doing business and creating relationships is at the heart of who Larry is and it is all done with style and grace.
President and Founder Mitlin Financial, Inc.
Sep 12th 2019
More than half the year is behind us, and now you are beginning to focus on corporate and personal extensions. It is equally important to...
Aug 15th 2019
Warren Buffet, Bill Gates and a host of other billionaires have shown their propensity for philanthropy by signing the Giving Pledge. Those...
Jul 9th 2019
There are many ways you can help your clients and their businesses be more successful over time. One is to help them set up a corporate...
Jun 5th 2019
A retirement plan, whether it’s a Roth 401(k) or Roth IRA, will allow your clients to make after-tax contributions to their assets. Keep in...
Apr 23rd 2019
One of the best times of your client’s life is when they or their kids decide to get married. However, this life event typically comes with...
Apr 16th 2019
Investing is a complicated topic that many of your clients do not fully understand. They rely on you and their other advisors to assist...
Apr 10th 2019
Income tax planning is a year-round and continuous evaluation for your clients. Although their tax returns are not due until April 15,...
Feb 15th 2019
Tax advisors and wealth management professionals have much in common. Each of us is trying to work with our clients and assist them in...