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Our Primary Aim is to dramatically change and improve the lives of our clients by leading them from fear, doubt and anxiety about their financial future to a life of peace and confidence so that they may live more powerful, intentional lives using their natural talents to enrich the lives of others.

At Carlson Financial Advisory we...  

  • Ask questions and listen to our clients in order to fully understand their needs.
 
  • Create financial solutions that complement our clients' short and long term financial and life planning goals.
 
  • Are sensitive to the fears that many families have about financial planning and earn their confidence as a trusted advisor.
 
  • Respect our clients' time and minimize the amount of effort required of them by applying our knowledge, experience, and resourcefulness.
 
  • Use state-of-the-art technology to complement our customer service, making adjustments when necessary to avoid overwhelming our clients who are less technically proficient.
 
  • Communicate regularly and proactively with our clients to keep them informed of the status of their accounts and to reduce the stress that is associated with uncertainty.
 
  • Measure our success by our clients' willingness to confidently refer us.
 
  • Take responsibility for our actions and be honest at all times.
 
  • Seek to improve the quality of our clients' lives by providing relevant education as well as innovative financial strategies and solutions.
 
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