EVERY SMALL BUSINESS HAS A STORY, TELL US YOURS

We know why you go to work

Your money is only a vehicle to help you live your life, and your business creates that opportunity. We want to help you convert your lifetime of hard work into a life full of memories.  

 

We start by asking you two simple questions:

What do you want to happen when you retire?

What do you want to happen when you pass on?


We offer independent full-service financial planning with smart technology and tax efficiency that goes beyond simply managing money. * 

We want to help you DREAM | PLAN | RELAX 

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Our Client Experience

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We invite you to learn more about what to expect when working with us and who we fit well with.

Our Approach

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Learn more about how we help you find your best path forward and how we partner with you.

Our Resources

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Intelligently and flexibly matching your goals and needs to partners and technology. 

Who we are

Carlson Financial Group and Valued Capital Advisors

Carlson Financial Group Ryan Carlson Trevor Carlson

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. 

http://www.valuedcapitaladvisors.com/  

Contact Us

It is never too early to get started on your plans. Tell us more about your goals.

Carlson Financial Group

13374 State Rte 3, North Royalton, Ohio 44133, United States

(216) 586-4853

Scheduled Appointments Only

Our office hours are 8:30 am - 5:00 pm weekdays. Evening hours available and vary.  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

Drop us a line!

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