Carlson Financial Strategies

FREE FINANCIAL EVALUATION FOR ALL

 

 It is amazing that people work so hard for their money, but spend very little time or effort planning the financial futures of their families and businesses. If this sounds like you, contact Carlson Financial Strategies now to start your financial plan.  There is no obligation to plan how to meet your goals.

Organizing one's finances can be daunting, and mistakes can be costly.  To implement an effective, integrated financial program, most people need the sound financial advice and competent assistance of a trained, experienced financial professional. James Carlson is one of the best and a very good person to know.

Jim is a graduate of the University of Wisconsin in Superior with degrees in Business and Biology.  He has been serving clients in the Minneapolis and St. Paul area since 1986.  Through his training, experience and resources, he can help you manage your financial and protection needs. 

With his help, you can select financial tools and products that can help protect you and your family.  Then you can exceed your needs and work to meet your goals.  A plan well done will allow you to have more free time to enjoy your family and spend and enjoy your money.

We are associated with multiple highly rated insurance and investment companies and  offer highest quality, affordable products to exceed your needs. 

We work with families, individuals and businesses.  Jim is uniquely qualified, with over twenty three years of experience to help business owners, employees and you to design a plan to help meet your goals.

Working together with attorneys and accountants we help owners to protect their businesses with buy-sell agreements and disability benefits.  As a "Macro Manager," Jim can refer specialists for tax planning, liability protection, banking, financing and mortgage planning. 

Working together, we may accomplish more in less time with better results.  "WHEN DO YOU WANT TO KNOW WHAT YOU DO NOT KNOW?"

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Savings Accumulation

Estimate the future value of your current savings.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators →

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

Separate Your Business from Your Portfolio

Allocating too much of your investment capital to one company — even your own — is a risky proposition.

More Newsletters →

March 09, 2010 @ 04:17 PM

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