How to Handle a Windfall
Carson Wealth’s Josh Volgarino, CFPⓇ, ChFCⓇ, WMCPⓇ, CExPⓇ Wealth Advisor and Jon Read, CFPⓇ,ChFC® Senior Wealth Advisor discuss steps needed when you come into unexpected money.
Exit Planning
Carson Wealth’s Russ Nieland CFP®, AIF®Managing Director, Partner and Wealth Advisor and Josh Volgarino, CFPⓇ, ChFCⓇ, WMCPⓇ, CExPⓇ Wealth Advisor discuss strategies of Exit Planning.
Disaster File
Matt Hinz, Senior Wealth Advisor, and Jon Read, Senior Wealth Advisor, discuss the importance of maintaining a disaster file when it comes to estate planning.
Concerns of the Sandwich Generation
Carson Wealth’s Russ Nieland CFP®, AIF®, Managing Director, Partner and Wealth Advisor and Chris Graw, CFPⓇ, ChFCⓇ, CLUⓇ Partner & Wealth Advisor discuss concerns that fall on the Sandwich Generation.
Our Office Structure
Carson Wealth’s Russ Nieland, CFP®, AIF®, Managing Director, Partner and Wealth Advisor and Justin Schultes, CFP®, AIF®, MBA Partner and Wealth Advisor discuss the structure of our office here in Cedar Rapids, Iowa.
Our Relationship with Carson Wealth
Carson Wealth’s Russ Nieland CFP®, AIF® Managing Director, Partner and Wealth Advisor and Justin Schultes, CFP®, AIF®, MBA Partner and Wealth Advisor discuss our relationship with Carson Wealth.
Value of a Financial Advisor
Carson Wealth’s Chris Graw, CFP®, ChFC®, CLU® Partner & Wealth Advisor and Matt Hinz, CFP®, ChFC® Senior Wealth Advisor discuss the added values of working with a Financial Advisor.
