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Carlson Financial Group
Nat Carlson, CIS

The Planning Process

To lay a foundation for a long-term relationship with you, we explain what we offer so you can decide if you`d like to take advantage of our services.

The goal of our first meeting is to get acquainted and discuss your goals, dreams, visions, and concerns.  We`ll gather some basic information at that time.  During a follow-up session, we`ll lay the planning foundation by obtaining more detailed information and presenting some projections applicable to your goals.

At subsequent meetings, we`ll review your current situation in relation to your goals and evaluate your financial strengths and weaknesses. At this point we`ll introduce some financial strategies and specific recommendations to pursue your goals, timeframe, and risk tolerance.

Now the ball is in your court: you have two options.  You can start working with Carlson Financial Group to implement the plan, or you can say "no thanks" and we part as friends.  We`ve found that this process lays a foundation of trust and confidence for a long- term relationship.

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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, LLC.

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.

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