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Wealth Management AdvisorVice President10100 INNOVATION DRMIAMISBURG,
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Many people are not completely confident in the health of their financial future. To help people address their future needs, I provide a planning-based approach that is tailored to each individual client. Our goal is helping people achieve long-term financial independence.Typically, my clients are successful, wealthy people with $750k to 10 million in assets, who want conservative-to-moderate investment advice. Many have suffered from poor advice or just lack of attention, and want a financial advisor who is educated in the broad base of financial matters. Before working with me, many of my clients did not appreciate the value of working with an advisor who is knowledgeable in all financial subjects. I work hard to provide alternatives that are in the client’s best interest, tailored to their unique financial situation, using the wide base of financial knowledge that the ChFC® education provides. In addtion, I focus on working with retirees who want income from their portfolios, while preserving their estates.To help prospective clients make the difficult decision to change advisors, I provide a complementary review, a free in-depth Wealth Outlook analysis, and an outline on how we provide long-term, on-going service and support.Personal financial services advisor since 1996Vice PresidentChartered Financial Consultant® (ChFC®)Wealth Management AdvisorM.S. Logistics Management, AFITB.A. Business, University of WashingtonKathy and I have been Dayton residents since 1984Chartered Financial Consultant® and the ChFC® mark are the property of The American College, which reserves the sole rights to its use, and is used by permission.
Dennis Carlson is registered to do business in : AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, MD, MI, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV
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