Judy Carlson, Paying Fiduciary Financial Professional – Discussing how she protects families financially, interviewed on the Influential Entrepreneurs Podcast

Judy Carlson explains why there’s so much chaos and confusion surrounding retirement today.

Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-how-she-protects-families-financially/

Judy explained, “Today more than ever, we realize the devastating impact of taxes and market volatility on our retirement income and lifelong financial plans. There is a retirement crisis raging in America today. Our goal is to help you prepare financially to get through the crisis and overcome it. You can get through your retirement years without stress or money worries. Financial planning begins with your first salary and your first purchase. The sooner you learn the principles of lifetime wealth planning, the more opportunities you will have to grow and protect your money. Our #1 priority is to provide you with plans, options and opportunities to protect your money from downside risk, capture upside market growth and eliminate security risks to your money. We custom design and build your unique and strategic lifetime wealth plan. It is flexible and fluid for the twists and turns of your route. Whether you’re starting in your 20s or 60s, lifelong financial planning builds confidence, creates clarity, relieves stress, worry and anxiety, and gives you a sense of protection for your money.


Video link: https://www.youtube.com/embed/rhlML4ja_UE

About Judy Carlson

Judy has been a CPA for over 40 years and has worked in the financial services industry for most of her career. She is an Independent Trustee Financial Planner and an Independent Licensed Insurance Agent.

For the past ten years, Judy’s passion has been to protect families financially using unique and innovative strategies not typically found in traditional financial planning approaches. His practice bridges the gap between the investment and insurance sides of the financial services industry.

Judy’s career has spanned public accounting, tax, corporate finance and education, and ten years ago she transitioned from business planning to personal planning.

Investment Advisor Representative and Advisory Services provided by Royal Fund Management, LLC, an SEC Registered Advisor.

Learn more: https://judycarlson.com

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