How does the advisor help clients – Key Takeaways:
CARLSON PLANNING COMPANY has been providing financial planning and management services for over 20 years. With a team of experienced and knowledgeable advisors, they offer a range of services to help clients reach their financial goals. Here are some key takeaways on how they aid their clients:
- Personalized financial planning and investment management tailored to individual needs
- Comprehensive approach to managing all aspects of clients’ finances, including retirement planning, tax strategies, and estate planning
- Regular reviews and updates to ensure clients’ plans align with their changing needs and goals
- Expert advice and guidance to help clients make informed financial decisions
Facts and Insights
Since its establishment in 1999, CARLSON PLANNING COMPANY has been committed to helping clients build and preserve their wealth. They offer a wide range of financial planning and management services, and their team of advisors have expertise in various areas of finance. Here are some key insights about the company:
- Over $500 million in assets under management
- 20+ advisors with an average of 10 years of experience each
- 20+ years of business in the financial services industry
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 20+ | 20+ years |
Financial Services Offered
CARLSON PLANNING COMPANY offers a comprehensive range of financial services to help clients reach their financial goals. Their services include:
- Financial planning
- Investment management
- Retirement planning
- Tax strategies
- Estate planning
- Insurance planning
Client Types
CARLSON PLANNING COMPANY works with a diverse range of clients, including individuals, families, and businesses. They also have expertise in working with high net worth individuals and retirees. No matter the client type, they provide personalized guidance and tailored financial solutions to help clients achieve their financial goals.
Fees & Compensation
CARLSON PLANNING COMPANY is a fee-only financial advisory firm, which means they do not earn commissions or sell any products. Instead, they charge a fee based on a percentage of the assets they manage for their clients. This fee structure aligns their interests with those of their clients, as they only succeed when their clients’ assets grow.
Background
CARLSON PLANNING COMPANY was founded in 1999 by John Carlson, a financial expert with over 30 years of experience in the industry. After working for several large financial firms, John saw the need for a more personalized and comprehensive approach to financial planning. Today, the company has grown to a team of 20+ advisors and manages over $500 million in assets for their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, CARLSON PLANNING COMPANY is held to a fiduciary standard, which means they are legally required to act in their clients’ best interests. They also have a strict code of ethics and provide full transparency on their fees and compensation structure. Additionally, they have no history of disciplinary actions or conflicts of interest.