Financial Planning
Turn complexity into opportunity.
Expand Your Capabilities
Your Clients
Your Firm
Your Experts
Complex Financial Planning
You can serve high-net worth clients and keep complex financial needs in-house – we have your back.
Insurance
Robust platform that helps drive ultra-competitive pricing and new revenue streams — with no haircuts. Our unique approach lets you offer insurance without holding your own license, meeting your most important clients’ every need.
Tax Planning
Help your clients find the most tax-efficient strategies to round out their financial plans. We can even file their taxes so there’s no need for a CPA.
401(k) Services
Get everything you need to tap into the profitable group retirement plan market. With access to Pontera and a turnkey 401(k) plan, you’re in business.
Trust Services
Now you can serve the trust needs of your clients, including corporate trustee services.
Estate Planning
We can handle estate planning documentation for you, so there’s no need to refer out to an estate attorney (or worse…have clients do it themselves).
Meet the Advanced Solutions Team
We truly believe that Carson is client-first minded – a trait we share.
Clients come first. And Karsten Bond knew his firm, Driven Wealth Strategies, needed a partner who shared that belief.
Financial Planning Insights
Deepen Your Bench &Expand Your Offering
Are you ready to deliver the maximum value needed to win high-net-worth clients? Carson’s Advanced Solutions Team is your team for complex financial planning support.
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