Wells Fargo Advisors

The Carlsen Wealth Management Group of Wells Fargo Advisors strives to provide unparalleled personal service.  With over 5 decades of combined experience, the Carlsen Wealth Management Group offers a comprehensive approach to planning, investing, risk and liability management, to assist our clients in creating the life and legacy of their dreams.

The Carlsen Wealth Management Group believes a disciplined and strategic advisory process is necessary for effectively managing your assets.  We analyze your current financial situation, listen to your objectives and offer ways to help reach your financial goals.  During this process, we will keep you informed of every advisory step and will only invest your assets in ways you feel comfortable.  By doing so, we can confirm that your portfolio accurately reflects your own financial interests, not ours.

In our website, you'll find a wealth of information about our capabilities and how we can help you reach your financial goals.  In addition, our site offers a wide variety of useful information, including calculators, articles, a portfolio tracker, and more.

We created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, wealth preservation, business and lending services and education savings.  Most importantly, we hope you see the value of working with us to pursue your financial goals.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.


 

 
Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Newsletters

Building a Business Versus Building Wealth

The market for small businesses has been less than ideal over the past few years. Thus a business owner's efforts to build a successful business may not always translate to an increase in personal wealth. One way to insulate a business owner's personal financial situation from the fluctuating small-business market is by investing outside the company.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

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