Your Financial Diagnosis

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Being a top asset management firm, we receive many calls per week from individuals across the country seeking advice and wanting to open up investment accounts.

I think we all have had days where we wake up and we decide to get a task done that we had been thinking about for some time such as, “my car is dirty, so I’ll go to the car wash,” or “I’ve been meaning to mail a package, so I’ll go to the Post Office.”Financial uncertainty and the fear of the unknown in one’s financial journey is a prime example of something that many people think about on a constant basis. Reducing financial uncertainty is not as easy as replacing old windshield wipers or getting your oil changed, however.

For many, logic says, “I need help with my finances, so I’ll hire a financial advisor.” I believe this is why there are various financial advisors that set up shop in convenient areas and make it very easy to open up investment accounts. In essence, many financial advisors want the process of setting up an account to be as easy as going to get your hair cut or any other task.

Our belief and process at Carson Wealth is very similar to the process physicians follow. Doctors are not going to give you a diagnosis without assessing your symptoms. Even if you go to the doctor for a very specific ailment, they will not prescribe medicine without inquiring about your past medical history. We are the same in many ways; we will not make recommendations without inquiring about your whole financial picture and your specific goals. Also, for the benefit of our existing clients we only take on a certain number of clients per year. In addition, as our prospective clients are interviewing us, we are interviewing them to see if they are a good fit for our company culture, and we are establishing if we can add significant value to their unique situation.

While our method may take longer than getting your car washed or going to the Post Office, we believe taking a dedicated, process driven approach to give our diagnosis and recommendations will ultimately benefit our clients in the long run and set the foundation for a long-term relationship.

Contact A Carson Wealth Advisor Today

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Claiming Your Social Security Benefits Early: When It May Not Pay to Wait

Ryan Yamada, CFP®, Senior Wealth Planner We’ve all heard the conventional wisdom when it comes to claiming Social Security: you should wait as long as you can before claiming benefits. Wait right up to age 70, if possible. After all, that’s when you would get the greatest monthly benefit.

Which Medicare Plan Is Best for You?

Scott Budd, CFP® Senior Wealth Planner  Choosing the right Medicare plan is one of the most important decisions seniors are faced with. It’s also one of the most difficult. The health care system isn’t user-friendly to begin with. Stack all the Medicare options on top of that and you& …

Paying for Health Care in Retirement

By Ryan Yamada, Senior Wealth Planner    When putting away for retirement, we often dream about all the things we’ll be able to do with that money – traveling, going out to eat, maybe trying new hobbies. 
1 2 3 4 5 90 91 92

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation