About Carlson Planning Company
Our Mission, Our Approach, Our People
Our Mission
At Carlson Planning Company, our core mission is to empower our clients to reach their full financial potential.
Recognizing that financial well-being is a cornerstone of a fulfilling life, we offer personalized, comprehensive financial planning designed to align with your unique life stages and goals.
Our approach is grounded in the understanding that financial peace of mind is critical to overall wellbeing, and we're dedicated to providing the strategies and support you need to achieve it.
Our Approach: Tailored and Holistic
Carlson Planning Company stands out for its client-first philosophy. We begin with a detailed understanding of your current financial situation and aspirations.
Our approach is meticulously tailored, combining strategic financial planning with proactive investment management to guide you through life's transitions seamlessly.
Whether it's buying a home, planning for retirement, or ensuring your family's future security, we are committed to providing you with organized, accountable, and proactive guidance every step of the way.
James E. Carlson, CDAA
The heart and soul behind Carlson Planning Company, embarked on this journey to make a tangible difference in the lives of individuals and families. With a career inception at Merrill Lynch in 2011, James honed his expertise in building and managing robust retirement portfolios.
It was through his extensive interactions with clients nationwide that James identified a prevalent need for a more holistic approach to financial planning—one that extends beyond mere investment products to address the broader financial anxieties families face.
This realization sparked the founding of Carlson Planning, where James's mission is to alleviate financial stress by addressing the pivotal questions that keep you up at night.
As a licensed financial planner and insurance agent, James is uniquely positioned to offer a wide range of services, from life and disability insurance to homeowners, auto, and liability insurance, ensuring a comprehensive coverage of your financial needs.
Empowering Your Financial Future
Our ultimate goal is to empower you with the knowledge and tools necessary for informed decision-making. We believe in fostering financial independence and security, ensuring that you have a clear understanding of your financial journey and the confidence to make choices that align with your life's ambitions.
Trust in Carlson Planning Company to be your dedicated partner in crafting a financial future that is not only secure but also enriching and fulfilling.
We’re a Fiduciary
A fiduciary is someone who is legally obligated to act in the best interests of another party, putting aside personal interests to uphold a high standard of loyalty and care in managing the party's assets or affairs.
Contact Us
Ready to take the next step towards financial confidence?
Schedule your introductory call with us today and discover how we can empower your financial journey.
Let's build a plan that aligns with your dreams and goals.
Email us at info@carlsonplanning.co
Carlson Planning Company, LLC is an investment advisor registered and domiciled in Massachusetts.
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© 2023 Carlson Planning Company, LLC
