Powerful Planning Support
High net worth clients have unique needs that demand unique solutions. Carson’s experienced Advanced Solutions Team offers partners the financial planning support they need to address complex cases and win big clients.
A Deeper Bench
CFP® professionals, CPAs, attorneys, trust experts and insurance specialists are all wholly dedicated to helping our partners offer the services their biggest clients require.
A Holistic Approach
Tackle complicated estate planning, tax considerations, business ownership and more with a team.
Backup Where You Need It
We offer a second set of eyes to help ensure your clients’ plans are tax-efficient and targeted to meet their goals.
Legacy Planning
Services Offered
- Estate planning
- Review wills and trusts
- Trustee services through Carson Private Trust
Legacy Planning
Services Offered
- Estate planning
- Review wills and trusts
- Trustee services through Carson Private Trust
Insurance and Risk Management
Options, Not Obligations
Carson partner firms are product agnostic, with access to 70+ carriers, all on the same footing, so you can offer client-first solutions.
Industry-Leading Partners
Our insurance partner FIG maintains the carrier relationships and is equipped with extensive resources to support you. They can even act as your outsourced insurance desk.
Transparency and Competitive Pricing
Partner firms receive better pricing and payouts – with no haircuts – thanks to the strength of our the Carson Partners network and relationship with FIG.
Insurance and Risk Management
Risk management strategies play an important role in every financial plan. We believe in helping advisors fulfill that role responsibly. We’re fiduciaries who take a planning-first approach to insurance.
Options, Not Obligations
Carson partner firms are product agnostic, with access to 70+ carriers, all on the same footing, so you can offer client-first solutions.
Industry-Leading Partners
Our insurance partner FIG maintains the carrier relationships and is equipped with extensive resources to support you. They can even act as your outsourced insurance desk.
Transparency and Competitive Pricing
Partner firms receive better pricing and payouts – with no haircuts – thanks to the strength of our the Carson Partners network and relationship with FIG.
Tax Planning and Preparation
Our knowledgeable tax team and tech stack that is designed for efficiency empowers you to deliver the right tax solutions that align with your clients’ big-picture financial plans.
- Maximize retirement savings
- Account for tax impact of individual investments
- Optimize business structure
- Plan for long-term efficiency
Exclusive Advisor Resources
Built-in Client Education
Take advantage of partner calls and exclusive advisor resources that position you to succeed.
Our Advanced Solutions Team provides client-facing marketing content that keeps your clients informed and engaged. Whether it’s addressing common financial planning questions, making sense of shifting markets, clearly explaining laws on the books, outlining new legislation or communicating upcoming bills that could impact your clients, the resources from our team puts you two steps ahead.
