Investing for your future is made easier with a knowledgeable guide to help you along the way.
That is where Nat Carlson of Carlson Financial Group can be of assistance. Carlson is the operator of Carlson Financial Group, located at 863 Fairmount Ave., Jamestown. His office location is the green door on the side of the building.
Carlson has been a financial adviser for 13 years and holds the designation of certified income specialist. He has the experience to help people reach their financial goals. Carlson offers financial services for retirement planing, investment portfolio management and life and longterm care insurance. He will also work with attorneys and accountants on estate planning and tax concerns.
Nat Carlson, Carlson Financial Group, in front of his new business location, 863 Fairmount Ave., Jamestown. Carlson is a financial adviser with 13 years of experience and has the designation of certified income specialist.
P-J photo by Dennis Phillips
"I like helping people pursue their goals. We build a plan and put it together. Whether the plan is for retirement or for the kids for college, when it comes to fruition it is nice to see," he said.
Carlson is an independent investment adviser. His broker dealer is Securities Service Network Inc. They hold his licenses and provide compliance and oversight. National Financial Services clears his investment products. This is an important fact to present and potential clients. This means he has the ability to recommend investment products he feels are best suited for each client. Whether it is an investment in mutual funds, insurance products or annuities, without having a company or back-office quota to meet, the client's best interest is Carlson Financial Group's top priority.
Carlson can also assist business owners, sole proprietorships and independent contractors with retirement planning. He said retirement planning can present special challenges. There are many guidelines that could make establishing a plan or continuing a plan time consuming and confusing. Carlson can help people through the retirement planning process. He also is an approved provider to Jamestown Public Schools and can assist with IRA rollovers from past employers.
Carlson Financial Group is open from 8:30 a.m. to 4:30 p.m., and after-hours and weekends by appointment. For more information, call 720-4793, send an email to email@example.com or visit the website www.carlsonfinancialgroup.net.