Carlson Capital Management

Integrated Wealth Management

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  • Our Firm
    • Who We AreFirmly grounded in foundational values, and intensely focused on each client’s well-being, Carlson Capital Management has been redefining partnership for more than thirty years.
    • Our TeamOur approach to wealth management is to surround you with a team of experts who work together to integrate all of the key financial disciplines into one plan.
    • HistoryKey events and milestones since the founding of our firm in 1987.
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    • Zero Alpha GroupFounded in 1995, the Zero Alpha Group community is a national network of eight independent investment advisory firms.
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    • Client ProfileOur clients are individuals, families, businesses and foundations with many varying goals and situations, but one thing in common – the need and desire for integrated solutions.
    • Fiduciary StandardsIntegrity, trust, expertise and care are hallmarks of the CCM experience. They are at the root of all we do and the essence of who we are.
    • Fee StructureOur independent, fee-based status allows us to focus on one simple thing: what is in the best interest of our client.
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  • Our Approach
    • Foundational ValuesOur deep commitment to each client we serve is built upon foundational values like honesty, hard work, and a strong sense of personal dedication.
    • Integrated ExpertiseOur unique, integrated approach to wealth management unlocks opportunities that our clients and their families deserve.
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  • Services
    • Integrated Wealth ManagementOur Integrated Wealth Management approach surrounds clients with a team who apply their expertise to integrate all of the financial disciplines.
    • Carlson PortfoliosCarlson Portfolios offers a solution for clients whose situations are less complex than a traditional CCM Integrated Wealth Management client.
    • Retirement Plan ServicesComprehensive integrated retirement plan solutions.
    • Institutional Portfolio ServicesInvestment advisory and fiduciary consulting for foundations, endowments and associations.
    • Risk ManagementSome things in life are predictable, while others are random. Managing risk is as important as seeking opportunities.
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    • CCM Tax & Trust AdministrationA commonly-held affiliate of CCM that provides tax return preparation services.
    • Carlson TrustProvides trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary.
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    • Request a ConversationTake the next step in learning more about our integrated wealth management services by requesting a conversation with one of our advisors.
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Retirement

Tim Jackson – Carlson Capital Management
Tim Jackson



Email

Bio coming soon.

  • Integrated Wealth Management
  • Invemtment
  • Estate
  • Tax
  • Retirement
  • Risk Management
  • Philanthropy

Retirement planning typically addresses these key questions:

  • How do I effectively accumulate retirement assets?
  • At what age can I retire and how much monthly income will I have?
  • What is the most investment-wise and tax-wise strategy to produce the needed monthly income?

Intelligent retirement planning requires gathering in-depth information regarding the client’s financial position. Document gathering includes: wage statements, balances in qualified and taxable accounts, beneficiary designations, expense flows, cost basis information, insurance policies, benefits package information, listing of assets and liabilities, educational accounts and a whole lot more.When CCM develops the retirement component of an integrated plan, it fully incorporates the other disciplines. Retirement assets, first and foremost, are designed to produce cash flows in retirement, but the nature of the retirement assets greatly impact the tax and estate plans.

Our software models various income flows coming from pensions, retirement assets and social security. The retirement analysis is designed to give the client an understanding of when retirement is feasible, analysis of any incentive or buyout options, cash-flow modeling, tax analysis, portfolio investment allocation and what-if scenarios.

A good retirement plan is the best way to help ensure your assets will last a lifetime.

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