Larry R. Blades, started his career in the US Air Force, retiring as a Lieutenant Colonel. He was a pilot, instructor pilot, and operational test pilot. As the test manager and lead instructor test pilot, he managed testing on a $5 Billion dollar acquisition of a new aircraft trainer.

Upon his 30-year retirement from the US Air Force, Larry decided to work in the field of financial planning, helping people learn about their insurance and finances. He became a licensed insurance agent and Investment Advisor Representative (IAR) and created his own Registered Investment Advisory Firm. He held investment license series 6 and currently holds series 63 and 65.

During the past 20 years as a financial advisor and an IAR, Larry has helped over 500 families secure their financial future. He has managed between $25 Million and $30 Million dollars of their money helping them to make investments that match their risk tolerances and goals.  

Larry has always worked as a fiduciary, believing that everyone deserves to have their money professionally handled without having to worry about trusting someone else. Larry espouses the belief that financial professionals have a legal, ethical, and moral obligation to their clients in properly advising and handling their money.  

Larry’s expertise falls in many areas of financial management. In the area of financial planning, Larry received 3 years of specialized training learning how to best help someone planning to meet their goals and objectives. He specializes in helping people approaching retirement and in retirement to properly manage their money without taking undo risks. He strives to ensure his clients never outlive their money.  

In recent years, he has taken an interest in helping people pay the minimum taxes they actually owe and then use the money saved to improve their retirement. Larry works with a dedicated group of people who are experts in tax reduction, including specialized CPAs, tax attorneys, estate attorneys, actuaries, CFPs, and CFAs.  

Larry is a qualified consultant of a little-known retirement plan that can be used by all businesses and self-employed individuals. This plan provides the highest tax reduction of any popular retirement plan. This plan primarily benefits the owners and principles of companies, allowing them to “catch up” on their retirement savings. In some cases, companies make tax-deductible contributions of more than $400,000 per person per year.  

His overall skills in helping clients make financial decisions are regularly sought by individuals and businesses needing assistance. Larry taught financial planning, investments, social security, retirement, and tax planning courses at a local university.  

He and his wife of 47 years have two married children and six grandchildren.

About Us: Oakwood Summit offers defined benefit plan consulting for privately held businesses. Our plan designs integrate with a businesses existing 401k, which allows high income owners to receive an additional six figures in annual tax deductions and an additional seven figures in retirement savings within 5 to 10 years. At retirement, plan assets can be converted into a perpetual retirement income stream to replace an owner’s wages.