Estate Planning Our estate planning team is here to help you understand how your assets will be distributed under your current estate plan and existing tax law. We will establish a comprehensive estate plan that leaves little to chance.
Tax Planning Our tax team of CPAs reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.
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About Carson Wealth Carson Wealth’s mission is to inspire our clients to pursue True Wealth through education, communication and service, which exceeds their expectations. Utilizing a comprehensive suite of investment management and financial planning solutions, we have been serving affluent families, business owners, executives and institutions since 1983. With headquarters in Omaha, Nebraska, and office locations across the U.S., Carson Wealth was established with a vision of building deep and genuine client relationships – and a drive to deliver extraordinary service. We understand that your goals and objectives are completely unique, and we’re passionate about helping you discover and pursue your desired outcomes. Our goal is to be your most trusted financial advisor by sharing our professional knowledge, transparent insight, integrity and personalized investment management service with you. Core Values At Carson Wealth, we stay true to our core values, mission and vision so you can benefit from our loyal commitment to execute on your needs: - Professional Knowledge - Integrity - The Value of Relationship - Personalized Service - Teamwork