Asking you two questions and helping you to DREAM | PLAN | RELAX
What do you want to have happen when you retire?
What do you want to have happen when you pass on?
Independent, technology-driven financial advisors connecting clients to custom solutions.
Helping you convert a lifetime of wealth to a life full of memories.
No product or account goals to drive our
recommendations. Our advisors collect and match resources to our clients needs.
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Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.
Did you know human beings are twice as concerned about avoiding losses than they are about achieving potential gains? We use Riskalyze to make sure that your portfolio represents your comfort level, not ours. Try it for free today.
Do you know how much risk you’re comfortable with?
We'd like to challenge you to think differently from other advice you have heard. Everyone’s goal is wealth accumulation and then wealth distribution. Are you working on both actively? Most financial plans assume only one outcome despite many variables. Comprehensive Planning is designed for individuals who are interested in an integrated plan encompassing all aspects of their financial life.
We take a look at 6 key areas of your business to help ensure you make the most of the financial opportunities you may be given.
Learn about all 6.
Rollovers? Sure, we do those.
IRAs and consolidation? Yep, those too.
401 (k) Reviews? - Even those.
If you only just need to know how to potentially grow a particular asset, or how to possibly not out live your money, lets talk.
We believe you and your ability to earn an income is the most important asset you have. You need two portfolios, one to help grow your wealth and one to help protect it.
We have many helpful documents and checklists to help you get started, stay organized, and keep you ready.
We have our way of looking at the world, and you have yours. Lets find out if we match.
In another role, but with a degree in finance, I would hear friends and family all too often come to me for guidance because they couldn't find accessible or trustworthy advice and felt confused by their options. I decided I could help people change how they felt about financial services by opening my own firm that was the opposite of their typical experience. - Ryan Carlson
We enjoy what we do! What a great way to make a long-term positive impact on the lives of others. The challenge of taking complex problems and finding solutions is exciting. It's rewarding to see people relax and plan towards their goals.
First and foremost, EMPATHY. Understanding our clients is profoundly important. We have a network of professionals so we can position ourselves as a resource for our clients. Our advisers are thorough in their listening, research, analysis, and they present it in simple and easy to understand ways, and in person whenever possible.
Ryan Carlson (FINRA Series 6, 7, & 66 registrations), Trevor Carlson operations assistant, and James Gaydosh CFP ®, RICP ® are the driving forces behind Carlson Financial Group and Valued Capital Advisors - working together for the mutual benefits of clients.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to help achieve them.
13374 State Rte 3, North Royalton, Ohio 44133, United States
Our office hours are 8:30 am - 5:00 pm weekdays. Appointments are required unless dropping off or picking up items. Phone calls for help can be taken during normal business hours.
FAX - 440-582-3020
Copyright © 2018 Carlson Financial Group - All Rights Reserved.
This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com, Carlson Financial Group and the above companies are independent, and non-affiliated. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving www.carlsonfinancialgroup.us and assume total responsibility for your use of the sites you are visiting. Tax, legal , or Social Security Claiming services are not offered through, or supervised by Lincoln Investment, or Capital Analysts. . Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances.
Carlson Financial Group, Valued Capital Advisers, and the above firms are independent and non-affiliated.
* Neither Carlson Financial Group, Valued Capital Advisers, Capital Analysts, or Lincoln Investment, nor its employees, provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. **Neither asset allocation nor diversification guarantee a profit or protect against loss. Insurance products are not offered through, or supervised by Lincoln Investment or Capital Analysts.