Welcome!
I'm David Carlson
CFP®, ChFC®, CLU®, CKA®, MBA
You’ve been a faithful steward of what God has provided. My mission is to help retirees with $1 million or more in investible assets navigate retirement with confidence, make financial decisions that align with Biblical principles, and create a plan designed to sustain their wealth and support the legacy they want to leave.
This service is designed for investors with $1M or more in investible assets.
Retirement Essentials
Do you have a clear, integrated plan for retirement, or simply a collection of accounts?
- Practical insights on navigating market ups and downs in retirement
- Guidance on managing taxes and healthcare costs in retirement
- Key considerations for protecting your spouse and long-term legacy
"Can I actually retire?"
"Will my money outlast me?"
"What if one of us needs long-term care?
What a Boutique, High-Touch Private Wealth Management Relationship Looks Like:
1. Clarify Your Vision
We begin by clarifying your values, priorities, and long-term vision for your family, particularly during the transition from earning years to retirement income.
2. Create a Coordinated Plan
From there, we design a coordinated wealth framework that connects your investment strategy, retirement income planning, tax-aware strategy, Medicare considerations, and estate coordination in collaboration with your CPA and estate planning attorney.
3. Analyze & Evaluate
Rather than relying on short-term forecasts, we use structured analysis and scenario modeling to evaluate tradeoffs and support disciplined decision-making.
4. Ongoing Guidance
You work directly with your advisor. You receive a defined planning process, consistent communication, and thoughtful guidance.
Not a call center. Not a rotating team. Not product-driven recommendations.
As a fee-only fiduciary, my responsibility is to act in your best interest at all times.
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You'll meet with me
This service is designed for investors with $1M or more in investible assets.