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Carlson Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Workplace Education

    Empower your employees with financial education benefits.
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  • Envision your retirement

    Retire to something, not from something. Explore how you’ll spend your time in retirement.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

At Carlson Advisors, we lead with our HEARTS

Carlson Advisors, focused on your vision and committed to your future, working through the steps of your financial planning journey with care and clarity. Helping to empower you to pursue your passions and dreams. Our financial planning services, including wealth management, retirement planning, and investment solutions, are tailored to the unique needs of clients in Tomah, WI, Monroe County, and the greater Wisconsin region. By fostering open communication and building meaningful, client-centered relationships, we strive to simplify complex financial decisions and to help inspire confidence in your choices. At Carlson Advisors, we lead with our HEARTS—Honesty, Empathy, Accountability, Reliability, Teamwork, and Service—to provide the support you need.

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Events

Planned Giving with Donor Advised Funds – Smart Giving, Lasting Impact

A practical look at charitable planning options for individuals and families.

We invite you to an informative session focused on helping you understand how certain charitable giving strategies may fit into your broader financial and estate planning goals.

During this session, we will cover:

  • Managing tax benefits while supporting the causes that matter most to you
  • Use of Donor-Advised Funds (DAFs) to streamline giving and establish a family legacy
  • Generating lifetime income through U.S. Legacy Income Trusts—all while benefiting qualified charities
  • Tax-related considerations when donating appreciated assets such as stock or real estate
  • How charitable giving can align with your long-term planning objectives

Who should attend:
Those looking to make meaningful charitable contributions, plan their estate tax-efficiently, or create long-term philanthropic impact for generations to come.

This session combines insightful planning ideas with actionable tools—so you can give wisely and live generously.

Planning for Life’s Big Moments

Join us for an engaging and practical conversation designed to help you navigate key life transitions with clarity and confidence.

This session will explore real-life scenarios and provide financial planning insights around topics such as:

  • Combining finances in relationships
  • Managing divorce or remarriage
  • Planning for education and major purchases
  • Preparing for retirement and healthcare needs
  • Caring for aging loved ones
  • Creating a lasting legacy

Why it matters:
Life is full of transitions—some planned, some unexpected. Being prepared can empower you to take control, support your loved ones, and make confident decisions.

What you'll gain:
Checklists, tools, and thoughtful guidance for every stage—from building a life with a partner to caring for aging parents, and everything in between.

Behavioral Finance

Volatility in the markets is not an uncommon phenomenon; it happens each year. It’s not market volatility but rather our reaction to it that tends to have the biggest impact on portfolio performance over time. First Eagle’s Behavioral Finance presentation is designed to help ensure that emotional decisions don’t derail long-term investment strategies based on financial goals.

The goal of the session is to help:

• Understand how our emotions and behaviors can impact investment decisions

• Instill healthy financial behaviors

• Focus on goals and not 24-hour news cycles

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