Welcome

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?

Why Us

WHO WE ARE

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Independent, technology-driven financial advisors connecting clients to custom solutions.  

WHAT WE DO

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 Helping you convert a lifetime of wealth to a life full of memories. 

WHY IT MATTERS

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No product or account goals to drive our
recommendations.  Our advisors collect and match resources to our clients needs. 

Create an investment plan to achieve your goals

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.

Start Planning

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.

Riskalyze Score Quiz

Riskalyze

Do you know how much risk you’re comfortable with? 

Who We Help

Comprehensive Planning

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 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. 

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Small Business

small business buy sell agreement funding planning estate

 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.


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Accumulation | Distribution

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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.

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Evaluate Life, Disability, Long-Term Care Insurance

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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.

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Checklists And Downloads

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We have many helpful documents and checklists to help you get started, stay organized, and keep you ready. 

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Are We A Good Match?

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We have our way of looking at the world, and you have yours. Lets find out if we match. 

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Why We Do It

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Converting a life time of hard work into a life full of memories.

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 

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Why We Do It:

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. 

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How We Do It:

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. 

Who We Are

Carlson Financial Group and Valued Capital Advisors

Ryan Carlson, Trevor Carlson, Carlson Financial Group, Financial Advisor Planner

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/  

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Contact Us

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. 

Carlson Financial Group

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

(216) 586-4853

Scheduled Appointments Held Between

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

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