Michael Carson (CFP®, CIMA®, CRPS)
Michael Carson focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Business Owners
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
Planning Specialties
Retirement income planning — converting accumulated savings into sustainable lifetime income Social Security claiming strategy and spousal/survivor coordination Tax-efficient withdrawal sequencing across taxable, tax-deferred, and Roth accounts Roth conversion planning in the window between retirement and required minimum distributions Medicare enrollment, IRMAA surcharge management, and pre-65 health coverage bridges Required minimum distributions and qualified charitable distributions Estate and legacy planning, coordinated with your attorney Charitable giving and donor-advised fund strategy Business exit and succession planning for owners approaching retirement Retirement plan advisory for business owners (401(k), Safe Harbor, cash balance) Evidence-based, low-cost investment management Financial transitions after the loss of a spouseAdditional Information
New relationships begin with a conversation at no cost and no obligation. If it looks like a fit, we move through a short sequence — a meeting to get your financial picture organized, then a planning meeting where we walk through the written plan together before any investment recommendation is made. Nothing moves until you understand it. Ongoing, clients receive an Annual Comprehensive Review covering retirement projections, tax strategy, estate documents, insurance, and giving, plus check-ins throughout the year and proactive outreach when something changes — a market move, a tax law, a life event. Every client is supported by a team, not a single advisor, and we coordinate directly with your CPA and estate attorney so your plan holds together across all three. We are a good fit for people who want a long-term planning relationship. We are not a fit for anyone looking for stock picking, market timing, or a one-time plan document.NAPFA Start Date
October 02, 2017
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