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Carlson Financial Group

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    • Contact Us
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  • Associates

    • Nathaniel H. Carlson - CIS™
    • Associated with Weinberg Financial Group
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  • Videos

    • Should You Pay Off Debt or Save for Retirement?
    • Should You Sell When the Market Drops?
    • 3 Potential Benefits of Dollar-Cost Averaging
    • The Basics of Social Security Retirement Benefits
    • Financial Planning: Helping You See the Big Picture
    • Stocks and Stock Mutual Funds 101
    • Bonds and Bond Mutual Funds 101
    • The Pros and Cons of a Big Tax Refund
    • Are Your Investment Decisions Influenced by Emotions?
    • 6 Reasons to Work with a Financial Professional
    • Women and Money: Taking Charge of Your Financial Future
    • Four Money Mistakes You Might Be Making
    • Putting Together the Retirement Income Puzzle
    • Social Security: When Should You Claim Retirement Benefits?
    • How Sequence of Returns Can Affect Your Retirement Savings
    • Taking a Financial Inventory
    • 3 Factors to Consider When Investing for the Long Term
    • The Latte Habit
    • Do You Know Who Your Beneficiaries Are?
  • Glossary

Securities America Form CRS

Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors.  Carlson Financial Group is not affiliated with the Securities America companies.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.


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

 
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Check the background of this financial professional on FINRA's BrokerCheck