Thanks for being part of the Foundation client group at Carson Capital.

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This tier focuses on:

• Professional, discretionary investment management for maximum portfolio growth

• Access to our high-value planning tools, courses, and guides

• Advisory support when needed - to keep your costs low and outcomes high, we limit 1:1 advisor time—but you always have access to us when it matters.

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WHAT’S INCLUDED

• One (1) annual strategy session + investment review

• Email us at support@carson.capital for quick questions

• Access to all tools & guides inside your membership

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WHEN YOU NEED MORE HELP

If you’d like additional planning support, you’re welcome to schedule a paid strategy session below at your special client rate (25% off):​

• 30-Minute Strategy Session (Use Code: FOUNDATION30)

• 60-Minute Strategy Session (Use Code: FOUNDATION60)

 

These are perfect for things like tax planning, retirement projections, buying a property, insurance reviews, or one-off financial decisions.