Have you ever introduced your accountant to your financial advisor? According to Carlson Financial Services, LLC it is the single most important thing you can do for your planning strategy. Roy Carlson, President dishes on current tax control and suggested tax diversification as well as the integration of values.

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Licensed Insurance Professional.  Investment Advisory Services Offered through Institute for Wealth Management, Incorporated, an SEC Registered Investment Advisor, based in Denver, CO.

Insurance products and services are offered through Carlson Financial Services, LLC. Institute for Wealth Management, Inc., and Carlson Financial Services, LLC are affiliated companies. This podcast shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of NC or FL or where otherwise legally permitted.

Carlson Financial Services, LLC., Institute for Wealth Management, Inc., and Roy Carlson is not affiliated with or endorsed by the Social Security Administration or any government agency.  This content is for informational purposes only and should not be used to make any financial decisions.