I’m deeply honored and humbled to be part of Carson Group’s incredible milestone of reaching $50 billion in AUM, as featured in ThinkAdvisor. This achievement wouldn’t have been possible without the extraordinary dedication of every person across the Carson network and our talented team here at Carson Wealth in Franklin Lakes.
As Chief Tax Strategist for Carson, my mission is to bring critical tax planning strategies to advisors and clients throughout our entire network. Tax-smart retirement planning has the power to transform financial outcomes, and I’m passionate about ensuring every advisor has the tools and knowledge to deliver this value to their clients. But this work is only meaningful because of the incredible people who embrace it, implement it, and make a real difference in clients’ lives.
I’m grateful to be part of an organization that values education, innovation, and putting clients first. This milestone represents much more than $50 billion in assets. It’s a cumulation of people’s dreams for tomorrow and their trust in us to help them reach their goals.
Please take a moment to read the ThinkAdvisor article, including insights from Carson Group’s CEO, Burt White.
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