Your financial future isn’t just about creating financial security for your family — it’s about managing the resources you’ve been given in a way to please God. Faith-based stewardship is the foundation of Roy Carlson’s financial planning practice. Shortly after he began his practice, he realized that most of the advice he was giving his clients was rooted in the Bible. It isn’t surprising that someone with strong faith applies this approach to his profession. As he and his wife chose to do a faith-walk to discover the foundation of their faith, they realized the importance of the Biblical concept of stewardship. In his practice, Roy offers clients financial management options that they can prayerfully consider, aligning their financial management with their values.
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Investment Advisory Services Offered through Institute for Wealth Management, Inc., a SEC Registered Investment Advisor, based in Denver, CO. Insurance products and services are offered through Carlson Financial Services, LLC. Institute for Wealth Management, Inc., and Carlson Financial Services, LLC are affiliated companies. Carlson Financial Services, LLC., Institute for Wealth Management, Inc., and Roy Carlson is not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.