Carlson Financial Group
Nat Carlson, CIS
716-720-4793
nat@carlsonfinancialgroup.net
Getting Started
Investments, taxes, insurance, pension options, social security, estate planning...the list of financial concerns and considerations facing you today is seemingly endless. There is no one size fits all answer and we must go through a process to find what’s important to you.

When we sit down and discuss your most important goals, my job is to give you the pros and cons before you ever make a decision. I will not push or pull or try and convince you that you should or should not do one thing or another. You will receive an unbiased assessment based on the facts of your unique situation. When you meet with me you are going to feel empowered rather than being sold something. In the end, you will feel more confident, respected and, yes, you will be able to put your heads down on your pillow at night and sleep well.

Among our financial offerings are: 

  • Retirement Planning / Discovery Meeting - to find out what's important to you, your family and to design a plan to help you meet those needs.
  • Asset Plans and Asset Allocation - to find your balance of risk, income, capital preservation and/or appreciation and act as a fiduciary on fee based accounts.
  • Investment Portfolio Analysis - to keep you informed of how your investments are performing and to make adjustments as needed.
  • Estate Planning - to pass on the wealth you've accumulated.
  • Insurance Planning - to secure your family's needs.

If this method of meeting your financial needs sounds appealing, we invite you to spend some time exploring this site. We also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email us.

Newsletters
  • Four Questions to Ask Before You Open Your Wallet
    Even if you have the best of intentions, it's easy to overspend. According to a Gallup poll conducted June 9-15, 2014,* 58% of people who had shopped during the
  • Helping Your Parents Manage Their Finances
    As the U.S. population gets older, more people, particularly baby boomers, are confronting a dilemma. As parents age, their ability to manage their own
  • Importance of Timing a Roth IRA Conversion: An Example
    Conventional wisdom holds that if you convert a traditional IRA to a Roth IRA, you should never pay the conversion taxes from IRA assets. The reason
  • How can college students save and spend money wisely?
    College is a pivotal time in a young adult's life. Students gain a sense of independence that is accompanied by responsibility--especially when it
  • I'm having trouble paying my student loans. Do I have any options?
    If you or someone you know is having difficulty paying back student loans, consider investigating the government's three income-driven repayment
    
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 863 Fairmount Ave, Jamestown, NY 14701
Phone: 716-720-4793  Fax: 716-247-6628  Email: nat@carlsonfinancialgroup.net

Securities offered through Securities Service Network, Inc.
Member FINRA/SIPC

Fee based adisory services offered through SSN Advisory, Inc.
A Registered Investment Advisor

This communication is strictly intended for individuals residing in the state(s) of CT, NY, NC, OH, PA, SC, TX and VA. No offers may be made or accepted from any resident outside the specific states referenced.