John Carlson, President of Carlson Wealth Management, has been insurance licensed in CA since 1986. We provide insurance to help protect strategic areas of your financial plan. Your business. Your health. Your estate.
How much of your estate would you like to give to the government?
Protect the value of your hard earned assets from ESTATE TAX.
Ask us about our strategy to help pay for your estate tax at zero net cost
If your business partner deceases you who do you want as their replacement?
Fund your Buy/Sell business agreement.
How much have you set aside to take care of your senior health care needs?
Protect against future costs associated with Health Care in Retirement.
Ask us about our strategy that could increase your assets 100-200% to cover Long Term Care