Carlson Financial Strategies

FREE FINANCIAL EVALUATION FOR ALL

 NO COST OR OBLIGATION FOR QUOTES ON INSURANCE OR INVESTMENT INFORMATION

LIFE INSURANCE FROM MUTUAL INSURANCE COMPANIES WITH VERY COMPETITIVE RATES

YOUR FULL SERVICE INVESTMENT AND INSURANCE COMPANY-EXPERIENCE-KNOWLEDGE-COMPETENCE

ANNUITIES-MUTUAL FUNDS-LONG TERM CARE-TERM LIFE-WHOLE LIFE-ROTH IRA'S-PLANNING THAT WORKS

 People work 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 high quality, affordable products to meet your needs. 

We work with families, individuals and businesses.  Carlson Financial is uniquely qualified.  We have been meeting clients goals since 1986. With over twenty six years of experience helping business owners, employees and families  design a plan to 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. 

Good financial planning is working together to accomplish more in less time.  Knowledge and understanding assures success.  "WHEN DO YOU WANT TO KNOW YOU CAN BE FINANCIALLY SECURE?"
Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Making Money Market Funds Work for You

Some investors turn to money market funds when they are concerned about market volatility. Although money market funds may carry less risk than stocks, investing in them as a reaction to market volatility also carries the risk of missing out on potential gains when the market begins to recover.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

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