Firefighter Finance Membership
Secure your financial future while serving your community. Our tailored membership gives firefighters the tools and knowledge to build wealth, protect their families, and plan for retirement - all while navigating the unique financial landscape of fire service careers.
Investment Management
We understand the unique financial challenges firefighters face - from irregular schedules to pension considerations. Our investment management service creates a personalized strategy that aligns with your career trajectory, risk tolerance, and long-term goals. We focus on building your wealth while you focus on saving lives.
Our proactive approach ensures your investments remain resilient, just like you. We help you navigate market volatility, optimize your deferred compensation plans, and create a clear path towards a secure retirement - allowing you to serve with peace of mind.
For Firefighters and their families.
Your courage protects our communities. Let us protect your financial legacy. At Carlson Planning Co., we specialize in understanding the unique financial needs of firefighters and their families. From shift-friendly consultations to strategies that maximize your benefits, we're here to ensure your financial future burns as bright as your dedication to service.
Carlson Planning Company, LLC is an investment advisor registered and domiciled in Massachusetts.
Financial Planning for Firefighters.
© 2023 Carlson Planning Company, LLC
