Search
Contact Us
Client Login

Services
Financial Planning & Strategy

Personal financial foundations and life-stage planning

Financial Planning

Retirement Planning

Estate Planning

Education Savings
Investment & Wealth Management

Helping you invest and manage your own personal wealth

Investment Management

Private Client Services
Business & Risk Management

Strategies to help protect your income, assets, and business interests

Business Ownership

Tax Planning

Insurance
View all Services

Get Your Advisor Match

Match with a pre-screened, vetted fiduciary for personalized advice you can trust.
Connect With An Advisor
View all Services
Tools
Planning & Readiness Tools

Assess where you stand today and plan for the future

Retirement Readiness Quiz

College Readiness Quiz

Risk Survey
Financial Calculators

Evaluate your current financial planning approach

401(k) Calculator

Roth Vs. IRA Calculator
How to Set Up a 401(k)

A Step-by-Step Guide for Long-Term Success
Read Now
Insights
Explore by Topic

Personal Finance
Guides to managing your finances and daily decisions

Retirement
Preparing for and living in your retirement years

Estate
Helping you protect and pass on your wealth

Business & Entrepreneur
Financial strategies for you, your business, and your employees
Market & Company Updates

Market & Investments
Latest analysis and market outlook from the Carson Investment Research team

In the News
Press, announcements, and media features

FAQ
Find answers to your top financial questions
View all Insights

How to Choose a Financial Advisor: A Step-by-Step Guide

13-minute read
Read Now
View all Insights
Locations

CONTACT AN ADVISOR FIND AN ADVISOR

FIND AN ADVISOR

Services
Financial Planning & Strategy

Personal financial foundations and life-stage planning

Financial Planning

Retirement Planning

Estate Planning

Education Savings
Investment & Wealth Management

Helping you invest and manage your own personal wealth

Investment Management

Private Client Services
Business & Risk Management

Strategies to help protect your income, assets, and business interests

Business Ownership

Tax Planning

Insurance
View all Services

Get Your Advisor Match

Match with a pre-screened, vetted fiduciary for personalized advice you can trust.
Connect With An Advisor
View all Services
Tools
Planning & Readiness Tools

Assess where you stand today and plan for the future

Retirement Readiness Quiz

College Readiness Quiz

Risk Survey
Financial Calculators

Evaluate your current financial planning approach

401(k) Calculator

Roth Vs. IRA Calculator
How to Set Up a 401(k)

A Step-by-Step Guide for Long-Term Success
Read Now
Insights
Explore by Topic

Personal Finance
Guides to managing your finances and daily decisions

Retirement
Preparing for and living in your retirement years

Estate
Helping you protect and pass on your wealth

Business & Entrepreneur
Financial strategies for you, your business, and your employees
Market & Company Updates

Market & Investments
Latest analysis and market outlook from the Carson Investment Research team

In the News
Press, announcements, and media features

FAQ
Find answers to your top financial questions
View all Insights

How to Choose a Financial Advisor: A Step-by-Step Guide

13-minute read
Read Now
View all Insights
Locations

FIND AN ADVISOR

Get Matched with a
Carson Wealth Advisor in Minutes

Step 1 of 6

16%

What year were you born?(Required)

Please enter a number from 1930 to 2022.

When do you want to retire?(Required)

Within 5 years

6-10 years

11-20 years

20+ years

I'm already retired

What is your main financial goal?(Required)

Family Planning

Financial Windfall

Retirement

Investments

Loans/Debts

Life Changes

Which best describes your current financial planning experience?(Required)

I’m just getting started

I’ve done some planning on my own

I’ve worked with an advisor before

I work with an advisor now

How confident do you feel in your financial plan?(Required)

Not Confident

Somewhat

Very Confident

How quickly would you like to improve it?(Required)

Right Away

Within 3-6 Months

Later this year

No timeline

What is your best estimate of your total investible assets?(Required)

Less than $100,000

$100,001-$250,000

$250,001-$500,000

$500,001-$1 Million

$1 Million-$3 Milliion

More than $3 Million

Do you have a partner?(Required)

Yes

No

Do you have any children?(Required)

Yes

No

Would you be willing to pay a fee for financial advice?(Required)

Yes

No

Would you be open to a 1-hour, no-obligation meeting?(Required)

Yes

No

How would you most like to meet with your advisor?(Required)

I prefer virtual

I want virtual and in-person options

I prefer in-person

This field is hidden when viewing the form

inPersonRequired(Required)

Contact Information

Name(Required)

First Last

Email(Required)

Phone Number(Required)

Zip Code(Required)

ZIP Code

Important Announcements |

Estimated reading time: 0 min

March 21, 2024

March 22, 2024: Market Insights

Video by Debra Taylor, CPA/PFS™️, JD, CDFA®️, Chief Tax Strategist and Managing Partner, Carson Wealth Management

Share Post:

Share Post:

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Find an Advisor

Stay Connected

Latest Posts

The Glass Half Full: SpaceX IPO (Ep. 013)
Getting Ready to Retire? How to Be Fully Prepared
What to Know About Inheritance Tax Planning
Market Commentary: Stocks Thriving but Bonds Struggling as the Economy Experiences Inflationary Growth
Charitable Gift Annuity: A Smart Way to Give Back and Reduce Taxes

Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started

Headquarters:

(888) 321-0808

14600 Branch St.

Omaha, NE 68154

About

Our Story
Our Process
Accolades
Community Support
Careers
Locations
Contact Us

Services

Financial Planning
Retirement Planning
Investment Management
Private Client Services
Business Ownership
Tax Planning
Insurance
Estate Planning
Education Savings

Client Login Client Summary

The content is developed from sources believed to be providing accurate information. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Cetera Wealth Services LLC, exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

Forbes Best-in-State Wealth Advisor: Awarded to Paul West (2018, 2021). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data,rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factorslike revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of 37,725 nominations received, based on thresholds –15,854 invited to complete online survey – 13,114 telephone interviews – 2,085 in-person interviews at Advisor’s location, and 619 web-based interviews.

Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Wealth Services LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Privacy Policy | Important Disclosures | Cetera Wealth Services Business Continuity Plan

Please note not all advisors affiliated or using the name of Carson Wealth offer securities through Cetera Wealth Services LLC, Member FINRA/SIPC, or offers investment advisory services through CWM, LLC. Please visit the locations page on this website for information related to specific advisors at each location for more disclosures related to which firms they offer securities business through, if any, or which firm they offer advisory services through.

This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services site at cetera.com/advisors/cetera-wealth-services. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services LLC nor any of its representatives may give legal or tax advice.

Copyright 2026 Carson Wealth Management Group. All rights reserved. This content cannot be copied without express written consent of CWM, LLC. Wealth Designed. Life Defined. is a registered trademark of CWM, LLC and may not be duplicated.

Additional information about CWM, LLC and our advisors is also available online at www.adviserinfo.sec.gov or https://brokercheck.finra.org/. You can view our firm’s information on this website by searching for CWM, LLC or by our CRD number 155344.

Carson Privacy Policy | Terms of Use | Your Privacy Choices