Insights

We often compare retirement planning to trying to hit a moving target in the wind. The target is your retirement goals – essentially what you want to spend and accomplish with your finances. The target is moving because you don’t know how long you will live – your retirement could last 5 ye …

Published by Scott Ford, Managing Director, Partner Everyone has a unique story that shaped them and brought them to where they are today. Sometimes people have significant events or influential people that played a role in their journey, others might have experienced foggy paths and twists …

Published by Paul West Life Defining Moments happen to all of us. Sometimes they are positive, joyous things that you want to happen: engagement; marriage; the birth of a child; buying your dream home. Other times, they are things that feel less positive and you wonder why they have to happ …

Barron’s recently released their inaugural ranking of Top RIA Firms, an exclusive category (listed as “Graduates”) recognizing some of the most visionary advisors who have evolved beyond the annual ranks of the Top 100. Carson Group is excited to announce it was one of only 30 firms to be s …

InvestmentNews named our Founder and CEO, Ron Carson, one of its 2016 Icons and Innovators. His unrelenting commitment to advance the profession of financial advice for the better and his passionate spirit for innovating the way financial advice is delivered are just a few reasons Ron stuck …

Lauren joined our firm in June 2007 as an intern with the firm. She has held various roles including assisting the Wealth Enhancement Group, preparing portfolio updates for clients and serving as Ron’s Executive Assistant. She now focuses on the administration of Human Resources functions a …

Jeff joined our firm in July 2016 as a Compliance Specialist. Prior to joining our firm, he worked at TD Ameritrade for 13 years, the majority of which were spent in various risk management related positions (Compliance, Fraud and Retail Supervision).

Published by Ron Carson For more than 25 years, our firm has relied on a client advisory council for candid feedback on how to better run our firm.

When I think about True Wealth, I picture myself towards the end of my life looking back. I know that I really have reached True Wealth when I can be at peace with my life.

What I will do is turn those wishes into something more; firm decisions to do something. I like to keep my resolutions as actions “to do” instead of “what not to do.” After many years of resolving to stop eating sweets, I have realized cookies will always be my downfall.

Published by Ron Carson When I first started my business, my wife Jeanie and I would usually schedule a week of vacation to have fun with the kids. I’d work my tail off to get caught up before we went. I was exhausted by the time we got there and was under pressure to have a …