Your life and financial plan are always going to be all about you! Each plan our advisors create is customized to your specific situation.
Starting with your goals our advisors incorporate your risk tolerance, time horizon, asset allocation, cash flow needs, tax-efficiency*, Social Security analysis, and health care needs.
There is a power in the process we provide by helping to reduce the emotion and stress of financial planning and provide encouragement and execution of a plan. Designed to help you learn the principles of sound financial management and guide you toward the progressive realization of your goals.
We'd like to challenge you to think differently from other advice you have heard. Many financial plans assume only one outcome despite many variables. Having the right flexibility, allocation, and diversification can help you mitigate different risks.** Each situation is unique and so we always begin with a brief no-cost appointment to determine if we are a good fit. A data meeting typically follows the initial meeting where all information relevant to the engagement is assembled and confirmed. At this point, we can determine a favorable path to move forward with you. We have a variety of services which you can choose. You'll be sent an engagement letter, advised of the total cost (which varies depending upon the number of services you desire) and you can decide to accept, reject, or reconsider the services.
As part of The Valued Capital Advisors team, we provide access to CFP® and tax professionals to increase the scope of the work that we can do. We are a group of advisors who share our strength and knowledge for the betterment of our clients as we believe no one person has all the answers. We put technology to work for you. Ask us how.
Get started today. Find out if you could benefit from a comprehensive financial plan and coaching.
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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.