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CARLSON
FINANCIAL
ADVISORY, LLC
Carlson Financial Advisory is an independent financial planning and investment advisory firm that seeks to empower private clients with the direction to build their wealth for every life stage, by turning complexity into clarity using a disciplined process.
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...
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Ask questions and listen to our clients in order to fully understand their needs.
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Create financial solutions that complement our clients' short and long term financial and life planning goals.
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Are sensitive to the fears that many families have about financial planning and earn their confidence as a trusted advisor.
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Respect our clients' time and minimize the amount of effort required of them by applying our knowledge, experience, and resourcefulness.
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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.
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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.
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Measure our success by our clients' willingness to confidently refer us.
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Take responsibility for our actions and be honest at all times.
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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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