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Expert Help
How and Where You Need It

Elite Benefits, Regardless of Your Net Worth. Transparent Pricing.
No Long-term Contracts. No Investment Minimums. Cancel Anytime.

  • Foundation

    150$
    Every month
    Data-driven portfolio management using proven strategies that built our millions.
     
    • Active Investment Management with a Growth Objective
    • 401(k) Review and Optimization
    • Annual Portfolio Review Meeting
    • Customized Portfolio Tax Management
    • Unlimited Access to All Financial Courses
    • Access to the "Investor MBA Course"
    • Access to High-Yield Savings Accounts - 4.25% APY, $5M+ FDIC
    • 200+ Expert Money Guides to Make Confident Money Decisions
    • Secure Third-Party Custodians (Schwab + Altruist)
  • Flourish

    625$
    Every month
    Unlock financial freedom with a personal CFO. Focus on fulfillment & live without financial stress.
     
    • Full Access to Advisor (Weekly Mtg Options)
    • 1-on-1 Strategy Sessions (March | October)
    • Wealth Optimization System (Annual 700+ Point Analysis)
    • Full Financial Plan - The Shortest Path to Your Goals
    • Freedom Number (Net Worth That Makes Work Optional)
    • Freedom Roadmap (Savings, Growth, Time to Financial Freedom)
    • Customized Budget (Precisely Manage in Minutes a Month)
    • Automatic Cash Flow Savings + Investment System
    • Cash Reserve Planning with HY Savings (4.25% APY, $5M FDIC)
    • Personalized Task Dashboard with Accountability Reminders
    • Tailored Tax Strategy to Pay Lowest Tax Legally Allowable
    • Tax Playbook (Implementation Guides, Tax Code + Case Law)
    • ROI Report (1st Year Savings + 10 Year Total Savings)
    • Exhaustive Tax Analysis (1500+ Strategies Fed/State)
    • Analysis of Most Recent 1040 + All Schedules + Forms
    • Tax Analysis of 2 Prior Returns for Retroactive Savings
    • Tax Strategies (W2, Self-Employed, Biz, Real Estate)
    • Estate Plan (Will, Living Trust, Power of Attorney)
    • Values, Vision and Goals Planning
    • Synthetic Portfolio Lending: Lowest Rates + Flexible Terms
    • Debt Payoff Plan
    • Liability Scanning, Refinancing + Optimizing for Savings
    • Credit Optimization Coaching
    • Insurance Planning (Life, Health, Disability, Umbrella...)
    • Equity Compensation (ISO, NSO, RSU, RSA, ESPP)
    • Employer Group Benefits Review
    • Family Support + Education Planning
    • Retirement Planning
    • Business Planning (Cash Flow, Strategy, Succession)
    • Digital Account Security Audit + Organization
    • Unlimited Access to All Financial Courses
    • 200+ Expert Money Guides to Make Confident Money Decisions
    • Active Investment Management
    • 401(k) Review and Optimization
    • Alternative Investments (Real Estate, Private Equity...)
    • Customized Portfolio Tax Management
    • Charitable Portfolio Management (DAF)
    • Secure Third-Party Custodians (Schwab + Altruist)

We help you get the most out of life with your money.

  • Feel more confident in my money

  • ​Have more time to spend with my family

  • ​Find peace of mind in my financial future

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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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