In the Bible, Jesus says to render unto Caesar what is due to Caesar, and render unto God what is due to God. Roy Carlson, president of Carlson Financial Services, a Christian financial planning firm, believes that we should render unto Caesar not a penny more than he is due. In partnership with his wife, Vivian, a tax accountant, Roy assists his clients with proactive tax planning to ensure their investments are diversified from the tax perspective. Carlson Financial Services practices an approach of getting to know every client’s values and finances to ensure maximal alignment between both important aspects of your life.
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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.
