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I work with my clients to design a personal financial plan around their life goals. This strategy focuses on helping them become more confident about managing their financial objectives. It is designed to provide solutions to both everyday and long-term financial goals, and is personalized to meet the needs of high net worth individuals and small business owners.
We continually monitor progress toward your financial goals and update your plan based on changes in market conditions and your individual situation.
Areas of Focus:
Personal financial planning for retirement, investments, estate planning strategies, small businesses, protection planning/family
security, tax management strategies, education funding, charitable giving strategies, retirement income strategies, wealth preservation
strategies and retirement plan distribution.
2004 to present, Ameriprise Financial Services, Inc., Columbia, MD
1996 – 2003, Financial Advisor, American Express Financial Advisors, Inc., Columbia, MD
Awards & Recognition:
FIVE STAR Wealth Manager, 2011
Jeffrey D. Carlson
Certified Financial Planner Practitioner™
10025 Governor Warfield Parkway
Columbia, Maryland 21044