We put our clients’ interests first. We are a fee-only advisory firm. We don’t sell you investment products to earn a commission; we manage portfolios for a percentage of the amount we manage. When you do well, we do well. We believe the key to long-term success is to make unbiased decisions based on our clients’ needs. We strive to achieve an accurate understanding of each client’s objectives, and work hard to create a custom plan with exacting attention to detail. - See more at: http://www.carlsonadvisors.com/about/