Carlson Financial Group
Nat Carlson, CIS
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.

  • Don't Forget About Year-End Investment Planning
    As the year draws to a close, there might be a slew of tasks on your to-do list. One task to consider is setting up a meeting with your financial professional
  • Think Twice Before Counting on a COLA
    The rising costs of food, gas, electricity, and health care can strain anyone's budget. The situation is even worse if your living expenses increase while your income
  • Dealing with Medical Billing Issues
    It's a common occurrence these days--you receive a sky-high medical bill in the mail. Maybe the bill is for medical services or treatments that you thought were
  • What do I need to do to create a will?
    A will is a legal document that is generally used to describe how you want your estate to be distributed after your death. It might also be used to name an executor for
  • How do I change or revoke a will?
    Your will does not take effect until you die. You can create a new will or revoke or amend an existing will up until your death.
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 863 Fairmount Ave, Jamestown, NY 14701
Phone: 716-720-4793  Fax: 716-247-6628  Email:

Securities offered through Securities Service Network, Inc.

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.