Designed for clients who are interested in advice on a specific topic or a limited project, we have hourly planning and asset management available.
Need an unbiased assessment of your 401( k) choices? Not sure if you should use a Roth 401 (k)? Not sure how to use a SEP or SIMPLE IRA? Our advisors help you with decisions on how you can use your current employers retirement plan to fit your goals.
Do you have an old 401 (k) or multiple IRA's and you're not sure about your options? Our advisors can share with you what choices are available.
You worked hard to accumulate some assets and now its time to liquidate them and turn them into capital. Let our advisors help you review distribution of those assets to see if they can help you avoid outliving your money.
Do you need to consider some tax diversification? * Not sure if a ROTH IRA is right for you? Our advisors can help you decide if this vehicle is right for you.
Prior to rolling over assets from an employer-sponsored retirement plan into an IRA, it's important that you understand your options and do a full comparison on the differences in the guarantees and protections offered by each respective type of accounts as well as the differences in liquidity/loans, types of investments, fees and any potential penalties.
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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.