Judy Carlson, Fee-Based Fiduciary Financial Professional – Discussing How She Protects Families Financially, Interviewed on Influential Entrepreneurs Podcast

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Judy Carlson, Fee-Based Fiduciary Financial Professional – Discussing How She Protects Families Financially, Interviewed on Influential Entrepreneurs Podcast

June 07
11:00 2022

Judy Carlson discusses why there is so much chaos and confusion today surrounding retirement.

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, “Now more than ever, we realize the devastating impact taxes and market volatility are having on our retirement income and lifetime financial plans. There is a retirement crisis raging in America today. Our goal is to help you financially prepare to weather the crisis and rise above it. You can soar through your retirement years without stress or worries about money. Financial planning starts with your first paycheck and your first purchase. The earlier you learn the principles of lifetime wealth planning, the more opportunities you 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 the upside growth in the market, and eliminate risks to the safety of your money. We custom design and build your unique and strategic lifetime wealth plan. It’s flexible and fluid for the twists and turns in your road ahead. Whether you start in your 20s or 70s, Lifetime financial planning builds confidence, creates clarity, relieves stress, worry, and anxiety, and gives you a feeling 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 business for most of her career. She is an independent fee-based fiduciary 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 typically not found in traditional financial planning approaches. Her practice bridges the gap between the investment and insurance sides of the financial services business.

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

Investment Adviser Representative and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.

Learn More: https://judycarlson.com

Media Contact
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