At long last, The Carson Investment Research team is proud to officially release our 2023 Market and Economic Outlook, aptly titled...
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Financial Advice Customized from Your Unique Goals
Our local financial advisors in Western Missouri will help you define and find your freedom.
We’re not just financial advisors. We’ll guide you through the most important moments of your life as you pursue your goals.
We love our community and are proud to be a part of it. We appreciate the storied history of our region and honor the hardworking culture of our community by always striving to serve the members of our great community in finding their freedom.
We offer comprehensive financial planning for all stages of life in addition to customized retirement planning, estate planning, investment management and tax planning.
Discover the difference a fiduciary can make in helping you to reach your goals to live the life you want. We understand that every client is different – and we look out for their best interests as we help guide them along.
YOU DEFINE FREEDOM. WE’LL DESIGN THE PATH TO HELP GET YOU THERE.
The investment process is the workhorse behind any sustainable investment strategy. It provides an orderly way to create and maintain a portfolio aligned with specific goals and objectives while seeking to manage investment risk.
10 Questions to Determine if Your Advisor Meets Standards
You may be in isolation, but that doesn’t mean you’re alone. Your team of professionals – from your advisor, to your insurance providers, to your bank – should be going to work for you in these unprecedented times. But how do you know if you’re receiving the value you should from your financial advisor? We put together 10 questions to help you determine how much value you’re receiving from your advisor.
The Family Budget: Financial Empowerment at Your Fingertips
Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the last time you sat down to review your family budget? Read this free guide for important tips on budgeting, savings and insurance.
HOW FAR ARE YOU
From Being Ready for Retirement?
Mike Valenti, CPA, CFP®, Director of Tax Planning Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner It’s January, so it’s officially tax...
When it comes to saving for retirement, people often ask their financial advisor, “How much should I have saved in my 40s?” Let’s take a look at where you should try to be with retirement planning during your 40s.