Business Owners

You’re a business owner. You had a dream and made it into reality.

You’re a vital component to the economy and society as a whole. But that doesn’t mean you don’t have questions.

Our team is dedicated to helping your business thrive. We’ll help you grow and protect your assets, put together tax-smart strategies and prepare to pass your dream on to the next generation when the time comes.

We specialize in:

  • Tax-planning for business owners.
  • Organizing information to help you with your business valuation.
  • Helping you choose retirement plans for your employees to prepare them for the future. And helping you plan for your own retirement, which can often take a backseat to your business.
  • Providing wealth accumulation models to help you plan for the future.
  • Recommending strategies to invest the proceeds to maintain the family’s lifestyle and new business ventures.
  • Helping you discern and plan for the philanthropic causes to partner with that reflect who you are and what your business is about.

 

Our passion at Carson Wealth is to make the complex simple. Let’s bring your planning in line with your dreams to help your business make an impact and a lasting legacy.

Call us today for a complimentary consultation.

Find an Advisor

Tailored Solutions. Trusted Advice.

Whether you’re a business owner, a grandparent, an executive, or someone experiencing a major life change, we are here for you. At Carson Wealth, we specialize in helping individuals with advanced wealth management needs, and we tailor our solutions to your situation.

Women & Wealth

The loss of a spouse, whether through death or divorce, can be especially hard for women who let their former partner handle financial matters. We can help you regain control of your future.

 

Business Executives

The phrase “clock out” doesn’t really apply to you. We’re here to step in and give the same energy and focus to your financial future as you give your professional life.

 

Private Client

You’ve put in a lifetime of work establishing a legacy that will benefit your family for generations. Our team of legacy specialists can help you build a plan to protect your wealth and your family.

 

Medical Professionals

You know how important it is to have a clear plan in place when the unexpected occurs. From wealth management to retirement planning, our team can help simplify your financial life.

 

Divorce Planning

As one household becomes two, there’s a lot of planning to be done. Our advisors have walked many families through this difficult journey to a place where they can find sure footing.