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Our Process | Karlson Wealth Management, Milwaukee WI
http://www.djkarlson.org/process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family. This goal-based financial security planning approach is designed to help you:. What is Financial Security Planning? As a Financia...
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Useful Websites | Karlson Wealth Management, Milwaukee WI
http://www.djkarlson.org/useful-websites
The Wall Street Journal. Have you met our team? We have a wealth of experience in the financial services industry. 1223 E Howard Avenue, Milwaukee, Wisconsin 53207. 414-486-9548 david.karlson@ceterafs.com. Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
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Our Team | Karlson Wealth Management, Milwaukee WI
http://www.djkarlson.org/our-team
Dave started his working career as a line service technician fueling and servicing aircraft at Hales Corners Airport and General Mitchell Field. He also worked as a flight instructor, traffic watch pilot and eventually became controller for an FBO at Mitchell Field. He worked for a few years as the general manager of an FBO in Indianapolis then re-located back to Milwaukee where he served as the Vice-President of Finance for an air charter company. 1223 E Howard Avenue, Milwaukee, Wisconsin 53207.
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Our Philosophy | Karlson Wealth Management, Milwaukee WI
http://www.djkarlson.org/our-philosophy
Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
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Managing Your Finances
http://www.djkarlson.org/managing-your-finances
Managing your finances is an important component to any financial security plan. Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis. From mortgage payments to tax savings, we can help you manage your money as effectively as possible, given your personal situation. Financial Planning for Business Owners. Couples planning for a first child enter into a new level of commitment both...
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Charitable Giving | Karlson Wealth Management, Milwaukee WI
http://www.djkarlson.org/charitable-giving
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune. Many of the institutions of art, sciences and education are supported in large part by those who want to give something back in appreciation for their contributions to the community or the individuals themselves. A remainder trust enables the donor to transfer an asset while retain...
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Business Succession Planning | Karlson Wealth Management, Milwaukee WI
http://www.djkarlson.org/business-succession-planning
The Need for a Written Agreement. Key elements of a buy-sell agreement include a mutually agreeable sales price and terms of the sale. The agreement needs to be funded in order to ensure that the capital is available at the time of the death of a partner. Life insurance provides a cost effective means of creating the capital necessary to buy out the interests of the family and establish a reserve for the business to use to continue its operations. Types of Business Owner Buy-Sell Arrangements. Buy-Sell a...
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Resources | Karlson Wealth Management, Milwaukee WI
http://www.djkarlson.org/resources
Here are some useful resources to help you:. The Wall Street Journal. Smart Bond Investing Accrued Interest Calculator. 401(k) and IRA Minimum Required Distribution Calculator. Have you met our team? We have a wealth of experience in the financial services industry. 1223 E Howard Avenue, Milwaukee, Wisconsin 53207. 414-486-9548 david.karlson@ceterafs.com. Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA.
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About | Karlson Wealth Management, Milwaukee WI
http://www.djkarlson.org/about
Dave started his working career as a line service technician fueling and servicing aircraft at Hales Corners Airport and General Mitchell Field. He also worked as a flight instructor, traffic watch pilot and eventually became controller for an FBO at Mitchell Field. He worked for a few years as the general manager of an FBO in Indianapolis then re-located back to Milwaukee where he served as the Vice-President of Finance for an air charter company. Have you met our team?
djkarlson.org
Asset Allocation | Karlson Wealth Management, Milwaukee WI
http://www.djkarlson.org/asset-allocation
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class. This reflects the investor’s comfort level with market fluctuations...