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Create your account and receive a FREE financial assessment

How does it work?

It takes 5 to 10 minutes

Download our invitation-only app.
Click this link from your smartphone to download

it for free.

Fill out your information.
You'll be guided through a series of simple questions to fill out your information to populate your scorecard.

Receive your financial assessment video.
I'll send you a 2-4 minute personalized video with insights on what you're doing well and opportunities for improvement.

That's it!

If you want to learn more after receiving your video, we can hop on a call to chat about working together further. No pressure or obligation, though. You'll still have a few tips and confidence in your next steps with your money.

Mountains

Invest in a life you love with Carson Capital

Investment management and financial planning for self-starters and entrepreneurs.

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Locations
Minneapolis, MN
​Nashville, TN (coming soon)
​Virtually serving clients nationwide

You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns.

Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.

2020 - 2030 All Copyrights Carson Capital LLC. All rights reserved.

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