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
  • How Does Divorce Affect Social Security Retirement Benefits?
    One of the challenges of planning for retirement is that an unexpected event, like divorce, can dramatically change your retirement income needs. If
  • Avoiding Probate: Is It Worth It?
    When you die, your estate goes through a process that manages, settles, and distributes your property according to the terms of your will. This process is
  • When Your Child Asks for a Loan, Should You Say Yes?
    You raised them, helped get them through school, and now your children are on their own. Or are they? Even adult children sometimes need financial
  • What is this new chip-card technology I've been hearing about in the news?
    In recent years, data breaches at major retailers have increased across the United States. As a way to counteract these data breaches, many U.S.
  • Am I liable for unauthorized transactions on my debit card?
    It depends. Federal law provides consumers with protection against most unauthorized credit- and debit-card transactions.
    
PreviousNext
Tell A Friend Tell A Friend


 
 
 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.