Brian Carlson Email & Phone Number

I put myself in my client's shoes and ask "Knowing what I know based on my education & experience, what would I do if I were in their position?" That's how I start my commitment to my clients of delivering individualized, fully integrated financial solutions that solve their needs. Since 2003 my niche has been within the medical arena where I LOVE helping health care professionals master their finances!My services include developing appropriate financial strategies for businesses and individuals. I assist families in transferring assets and businesses to the next generation while developing and implementing personalized wealth creation strategies.Each year I conduct many financial educational workshops for residents, fellows and practicing physicians nationwide. In addition to the physician conferences, I continue to speak at many Pharmacy, Optometry & Nursing programs. I understand medical professionals have very little time to research and keep up to date on many tax advantages and investment options available to them. One of my primary goals is to help medical professionals navigate successfully through the many financial options available. I've been published multiple times in AAOS Now...The American Academy of Orthopaedic Surgeons journal. For my individual & family clients I help with their needs in the areas of insurance, investments*, college funding, estate planning and retirement strategies. In addition, I work as a financial planner if my clients desire a comprehensive fee-based financial plan*. For business owners, my team and I assist in the selection and implementation of programs including group insurance, buy/sell planning, 401(k) and nonqualified plans. I received my undergraduate degree from the University of Wisconsin-Madison in Finance Investments & Banking, completed the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation from Northwestern University & CHARTERED LIFE UNDERWRITER (CLU®) from The American College. I have been in the financial services and insurance industry since 2001. I am a Registered Representative of Triad Advisors, LLC and Investment Advisor Representative with Alera Investment Advisors, LLC.To join my monthly e-newsletter please email me at Brian.Carlson@aleragroup.com.

Listed skills include Insurance, Investments, Estate Planning, Financial Services, and 9 others.