Carlson Financial Strategies "Trustworthy and Experienced"

 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. 

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?"