As an independent Investment Advisor Representative at Carlson Financial Services, LLC, my mission is to provide a platform whereby every client can align their giving, spending, and savings with their faith and values. Utilizing holistic financial planning, strategic and tactical asset allocation, and an independent approach allows me the ability to create a customized plan for clients that is centered around their financial needs, goals, and desires. Our comprehensive planning strategies integrate cash flow management, investments, portfolio risk management, proactive tax planning, insurance planning and estate design so that you can maximize the stewardship of your financial life. If y