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Effective Game Plan
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Advice in Common Language
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Straightforward Fees
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Download one of our free guides.
[/vc_column_text][vc_empty_space height=”5″][vc_row_inner][vc_column_inner width=”1/6″][vc_single_image image=”7483″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=001i000001R92AFAAZ&guidekey=3-methods”][/vc_column_inner][vc_column_inner width=”1/6″][vc_single_image image=”7430″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=001i000001R92AFAAZ&guidekey=4-mistakes”][/vc_column_inner][vc_column_inner width=”1/6″][vc_single_image image=”7431″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=001i000001R92AFAAZ&guidekey=7-secrets”][/vc_column_inner][vc_column_inner width=”1/6″][vc_single_image image=”7432″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=001i000001R92AFAAZ&guidekey=7-tips”][/vc_column_inner][vc_column_inner width=”1/6″][vc_single_image image=”7433″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=001i000001R92AFAAZ&guidekey=8-tax-loopholes”][/vc_column_inner][vc_column_inner width=”1/6″][vc_single_image image=”10082″ img_size=”medium” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://cloud.carsonmx.com/resource?brandid=001i000001R92AFAAZ&guidekey=8-retirement-blunders”][/vc_column_inner][/vc_row_inner][vc_column_text]
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People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At [PARTNER FIRM], we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_tta_accordion style=”flat” shape=”square” spacing=”15″ gap=”10″ active_section=”0″ collapsible_all=”true” css=”.vc_custom_1490205206182{margin-right: 0px !important;margin-left: 0px !important;}”][vc_tta_section title=”What are you going to do with my money?” tab_id=”1490199387871-b84c6dff-dc37″][vc_column_text]First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.[/vc_column_text][/vc_tta_section][vc_tta_section title=”Can you handle the complexity of my situation?” tab_id=”1490199387978-9111ba9c-b475″][vc_column_text]We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.[/vc_column_text][/vc_tta_section][vc_tta_section title=”How can you make my life easier?” tab_id=”1490200582517-1044376e-c0bd”][vc_column_text]As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at [PARTNER FIRM] we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.[/vc_column_text][/vc_tta_section][/vc_tta_accordion][/vc_column][/vc_row][vc_row][vc_column el_id=”survey-section”][vc_empty_space height=”30″][vc_column_text]
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
[/vc_column_text][vc_empty_space height=”24px”][vc_column_text]
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
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How to get started.
[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_row_inner el_class=”center-row”][vc_column_inner el_class=”hidden-col” width=”1/4″][/vc_column_inner][vc_column_inner el_class=”col-inline” width=”1/4″][vc_column_text]
1. Schedule an appointment
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2. Meet with us for a custom listening session
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3. Get your personalized strategy
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Schedule an appointment Watch video
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Request an Appointment.
The path to pursuing true wealth starts with meeting your [PARTNER FIRM] advisor. Please get the conversation started by providing your information, and we’ll reach out as soon as possible!
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Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
[/vc_column_text][/vc_column_inner][vc_column_inner width=”2/12″][/vc_column_inner][/vc_row_inner][vc_empty_space height=”40″][vc_row_inner el_id=”planning-services”][vc_column_inner width=”1/3″][small_module module_alignment=”align-right” module_animation=”fadeInLeft” module_title=”Portfolio Management” module_copy=”” module_icon=”13954″ css_animation=”left-to-right” module_css_class=”animated fadeInLeft”]
Portfolio Management
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals. Learn more[/small_module][small_module module_alignment=”align-right” module_animation=”fadeInLeft” module_title=”Risk Management” module_copy=”” module_icon=”13953″ css_animation=”left-to-right” module_css_class=”animated fadeInLeft”]
Risk Management
Our team of professionals will design a plan to evaluate your current financial situation and direct you toward true financial freedom. Learn more[/small_module][small_module module_alignment=”align-right” module_animation=”fadeInLeft” module_title=”Tax Planning” module_copy=”” module_icon=”13957″ css_animation=”left-to-right” module_css_class=”animated fadeInLeft”]
Tax Planning
Our professional tax team of CPAs reviews your recent tax returns to identify potential savings. Learn more[/small_module][/vc_column_inner][vc_column_inner width=”1/3″][vc_empty_space height=”45px”][vc_single_image image=”38″ img_size=”full” alignment=”center”][vc_empty_space height=”25px”][/vc_column_inner][vc_column_inner width=”1/3″][small_module module_alignment=”align-right” module_animation=”fadeInRight” module_title=”Wealth Planning” module_copy=”” module_icon=”13951″ css_animation=”right-to-left” module_css_class=”animated fadeInRight”]
Financial Planning
Our team of professionals will design a plan to evaluate your current financial situation and direct you toward true financial freedom. Learn more[/small_module][small_module module_alignment=”align-right” module_animation=”fadeInRight” module_title=”Estate Planning” module_copy=”” module_icon=”13956″ css_animation=”right-to-left” module_css_class=”animated fadeInRight”]
Estate Planning
Our estate planning team is here to help you understand how your assets will be distributed under your current estate plan and existing tax law. Learn more[/small_module][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”30″][vc_row_inner][vc_column_inner width=”2/12″][/vc_column_inner][vc_column_inner width=”8/12″][vc_column_text]
Personalized Investment Management
[PARTNER FIRM]’s mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceed their expectations. We offer a comprehensive suite of investment management and financial planning solutions, serving affluent families, business owners, executives and institutions.
Contact one of our financial advisors to request a complimentary consultation.
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Investment Management
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
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Carson Partners
Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
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Our Locations
Headquartered in Omaha, Nebraska, [PARTNER FIRM] has office locations and advisors across the country. Contact us today to speak with a financial advisor or financial professional nearest you.
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Insights
[PARTNER FIRM]’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
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Blog post
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Weekly Market Commentary
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