Videos

How much do I need to Retire?

How much do you need? There are many factors that play into what that number may be. Contact us if you would like to learn what your number may be.

What does a financial planner do?

A lot of people wonder what exactly a financial planner can do for them. Here is a couple of the ways we work with our clients. Contact us if you would like to learn more.

The importance of setting goals

Why is it so important for people to set goals? Goals can help to be your roadmap and much more. Contact us if you would like to work on goal setting.

Why I became a financial advisor

What is it that drives you to do what you do?  Brennen explains why he decided to get into the industry he did.  Contact us if you would like to learn more about what we do.

Why Partner with Carson?

We are a Carson Partner. The reason for that is simple: trust. Carson Partners, and founder Ron Carson, have a mission to be the most trusted in financial advice. It’s why the company was founded. It’s what the company lives out. It’s why the company is one of the fastest growing in the industry.
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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