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

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Disability Income Insurance

How much Disability Income Insurance do you need?

Cost of Retirement

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

Credit Card Debt

How Long Will It Take to Pay my Balance?

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Newsletters

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Protect Your Business with a Disaster Readiness Plan

Most people think of hurricanes, tornados, and earthquakes as events that could seriously affect the operations of a business and result in shortages of goods and materials. But even a fire or a flood in the warehouse can cause operations to come to a grinding halt. By one estimate, one-quarter of businesses never reopen after a major calamity.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

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