Both faith and finances require a disciplined approach. Roy Carlson, president of Carlson Financial Services, gets up early every day and goes to the office and spends time with God before welcoming clients into his working day. He wraps up that work day in time to be home with his family every night for dinner. Roy believes that these kinds of faithful practices sustain both his faith and his financial planning practice. Roy seeks to facilitate his clients to follow the example of the servants from the Gospel parable of the talents, who use the money their master has entrusted them and work to earn more. Roy is also the author with his wife Vivian of the book The Faithful Steward, which explains his model of playful investment for a wider audience.
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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.