Main Line: 651.333.3369  I  Email Us:

Individual Advisory

We get it. Life offers new opportunities all the time, and sometimes it throws you a curve ball. It can be overwhelming without a reliable advisor to steer you towards the good and away from the bad.

Do you want more from your CPA than a tax return? CarlsonSV offers a menu of individual advisory services that empower you to make informed decisions for your future. Before you leap, we can advise you about the financial and tax aspects of:

  • Budgeting for a home, marriage or children
  • Caring for aging parents
  • Debt consolidation or repayment
  • Divorce or remarriage planning
  • Higher education planning for dependents or yourself
  • Income projections for changing jobs, moving out of state or retiring
  • Tapping into retirement accounts or Social Security
Woman having a cup of coffee with her advisor, Two people shaking hands

Your Key Contact