Financial Planning

Turn complexity into opportunity.

Are you turning away high-net-worth prospects? Or prospects with more complex planning needs? With Carson’s Advanced Solutions Team behind you, you can provide tax planning, estate planning, trust services and insurance. Our capabilities are your capabilities, so you can serve a wider range of more complex clients.

Expand Your Capabilities

Your Clients

Your Firm

Your Experts

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Financial Planning Expand Your Capabilities Illustration
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CFP® Professionals
CFP®
Estate Planning Specialists
Estate Planners
Certified Public Accountants
CPAs
Attorneys
Attorneys
Insurance Specialists
Insurance
Retirement Plan Specialists
Retirement

We win back time with the Advanced Solutions team and [offer] great solutions to the clients.

Shelley Funke Frommeyer, CFP®

Shelley Funke Frommeyer, CFP®

Founder, CEO, & Wealth Advisor, FFR Wealth Team

Complex Financial Planning

You can serve high-net worth clients and keep complex financial needs in-house – we have your back.

Insurance

Robust platform that helps drive ultra-competitive pricing and new revenue streams — with no haircuts. Our unique approach lets you offer insurance without holding your own license, meeting your most important clients’ every need.

Tax Planning

Help your clients find the most tax-efficient strategies to round out their financial plans. We can even file their taxes so there’s no need for a CPA.

401(k) Services

Get everything you need to tap into the profitable group retirement plan market. With access to Pontera and a turnkey 401(k) plan, you’re in business.

Trust Services

Now you can serve the trust needs of your clients, including corporate trustee services.

Estate Planning

We can handle estate planning documentation for you, so there’s no need to refer out to an estate attorney (or worse…have clients do it themselves).

Meet the Advanced Solutions Team

Erin Wood

Senior Vice President, Financial Planning & Advanced Solutions

Matt Lewis

Vice President, Insurance

Matt Kory

Vice President, Retirement Programs

Scott Berryman

Director, Trust Services

Mike Valenti

Director, Tax Planning
How One Firm Found Its Freedom After Leaving the Wirehouse Behind

We truly believe that Carson is client-first minded – a trait we share.

Clients come first. And Karsten Bond knew his firm, Driven Wealth Strategies, needed a partner who shared that belief.

Financial Planning Insights

Financial Planning Software for Advisors: What You Need to Know to Streamline Your Business and Engage Your Clients

Financial Planning Software for Advisors: What You Need to Know to Streamline Your Business and Engage Your Clients

Niches for Financial Advisors – How to Find Your Ideal Client

Niches for Financial Advisors – How to Find Your Ideal Client

The SECURE 2.0 Act’s Impact on Roth IRAs

The SECURE 2.0 Act’s Impact on Roth IRAs

Deepen Your Bench &Expand Your Offering

Are you ready to deliver the maximum value needed to win high-net-worth clients? Carson’s Advanced Solutions Team is your team for complex financial planning support.

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