Your money is only a vehicle to help you live your life, and it 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
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 (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 and Valued Capital Advisors - working together for the mutual benefits of clients.