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

Our in-house team of estate planning specialists, attorneys and CPAs work with you to formalize your clients’ wishes, with a full understanding of existing tax laws. By leveraging Carson’s experienced and knowledgeable team, you can help minimize the administrative burdens of your clients’ estates and maximize their legacy while delivering exceptional value.

Services Offered

  • Estate planning
  • Review wills and trusts
  • Trustee services through Carson Private Trust
Your clients deserve the advice of an objective professional to act as their trustee, and you shouldn’t have to go to competing third-party vendors for trust services. Carson Private Trust integrates seamlessly with the services your firm offers to perform fiduciary trust administration for your clients, while you manage their investments.

Legacy Planning

Our in-house team of estate planning specialists, attorneys and CPAs work with you to formalize your clients’ wishes, with a full understanding of existing tax laws. By leveraging Carson’s experienced and knowledgeable team, you can help minimize the administrative burdens of your clients’ estates and maximize their legacy while delivering exceptional value.

Services Offered

  • Estate planning
  • Review wills and trusts
  • Trustee services through Carson Private Trust
Your clients deserve the advice of an objective professional to act as their trustee, and you shouldn’t have to go to competing third-party vendors for trust services. Carson Private Trust integrates seamlessly with the services your firm offers to perform fiduciary trust administration for your clients, while you manage their investments.

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.

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

With the right support, your clients’ taxes don’t have to be a drain on your time or live apart from your firm.

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.

“We win back time.”

Shelley Funke Frommeyer

Founder and CEO Wealth Advisor at FFR Wealth Team
FFR Wealth Team
 

Step Up Your Planning

Are you ready to deliver maximum value needed to win big clients? Leverage Carson’s Advanced Solutions Team for the financial planning support you need to step up your game.
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