Independent Full Service Wealth and Investment Management
Focused On Turning Wealth Into Meaningful Memories and Legacies
Your money is only a vehicle to help you live your life. 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
We invite you to learn more about what to expect when working with us and who we fit well with.
Learn more about how we help you find your best path forward and how we partner with you.
Intelligently and flexibly matching your goals and needs to partners and technology.
Ryan Carlson- Accredited Wealth Management Advisor™ (FINRA Series 6, 7, & 66 registrations), Tristan Morgan (FINRA Series 7, 66, SIE), and James Gaydosh CFP ®, RICP ® are the driving forces behind Carlson Financial Group together with Valued Capital Advisors - working together for the mutual benefits of clients.
It is never too early to get started on your plans. Tell us more about your goals.
13374 State Rte 3, North Royalton, Ohio 44133, United States
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
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.