Check the background of this financial professional on FINRA's BrokerCheck.
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
  • Quiz: Financial Facts That Might Surprise You
    If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you.
  • Going Public: An IPO's Market Debut May Not Live Up to the Hype
    An initial public offering (IPO) is the first public sale of stock by a private company. Companies tend to schedule IPOs when investors
  • Protect Your Heirs by Naming a Trust as IRA Beneficiary
    Often, tax-qualified retirement accounts such as IRAs make up a significant part of one's estate. Naming beneficiaries of an IRA can be an
  • I received a large refund on my tax return this year. Should I adjust my withholding?
    You must have been pleasantly surprised to find out you'd be getting a refund from the IRS — especially if it was a large sum. And while you may
  • What is the difference between a tax deduction and a tax credit?
    Tax deductions and credits are terms often used together when talking about taxes. While you probably know that they can lower your tax liability,
    
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, LLC.
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, 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.
 


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