Carlson Financial Strategies

Protection, Savings and Growth -- Enjoy Life, Protect Your Family, Invest wisely. Let us help.

It is amazing and concerning that people work so hard for their money, but spend very little time or effort into planning the financial futures of their families and businesses.  Organizing one's own 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 services professional.  James Carlson is one of the best and a very good person to know.

Jim is a graduate of the University of Wisconsin 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 might help protect you and your family.  Then you can save to exceed your needs and work to meet your goals.  A plan well done will allow you to spend and enjoy!

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 and  individuals.  Jim is uniquely qualified, with over twenty years of experience, to help business owners design key employee benefit plans.  Working together with attorneys 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 might accomplish more in less time with better results. Remember, WHEN DO YOU WANT TO KNOW WHAT YOU DO NOT KNOW?
Calculators

LTCI Cost of Waiting

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

The Cost of Care

When preparing for life in retirement, you should consider the possibility that you may need long-term care at some point.

Lock in Today’s Tax Rates

If you expect that tax rates are going to increase, you might want to consider opening a Roth IRA.

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

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