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
  • Saving or Investing: Is There a Difference?
    Financially speaking, the terms "saving" and "investing" are often used interchangeably. But the concepts behind these terms actually have some important differences.
  • Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
    Traditional economic models are based on a simple premise: people make rational financial decisions that are designed to maximize their economic
  • Open Enrollment Season Is Here: Give Your Benefits a Check Up
    Open enrollment season is your annual opportunity to review your employer-provided benefit options and make elections for the upcoming plan year.
  • Do I have to pay an additional tax on investment income?
    You might, depending on a few important factors.
  • How can I manage the net investment income tax?
    If you are subject to the 3.8% net investment income tax, there are strategies that may help you manage that tax. The tax is applied to the lesser of your net
    
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 AZ, CT, NY, NC, OH, PA, SC, TX and VA. No offers may be made or accepted from any resident outside the specific states referenced.