Sarah Carlson Recognized in Forbes As A 2021 Best-In-State Wealth Consultant
According to Forbes, the annual list highlights the nation’s top-performing advisors, examined based on a method developed by SHOOK Research study. Advisors are likewise evaluated based upon individual interviews, market experience and revenue trends, to name a few criteria.
” On behalf of LPL Financial, we praise Sarah Carlson for being acknowledged on this year’s Forbes Best-in-State Wealth Advisors list. This past year has actually demonstrated that strong monetary guidance can not be ignored, and that individualized monetary guidance is vital in assisting customers work towards achieving their short and long-lasting financial objectives,” stated Angela Xavier, LPL executive vice president, Independent Consultant Providers. “We applaud Sarah for continuing to raise the bar in our market and demonstrate the worth of the independent model in creating significant and long-lasting investor-advisor relationships.”
Sarah Carlson is based in Spokane, WA and supplies a full variety of financial services, including financial investment opportunities, retirement planning, tax cost savings strategizing, tradition preparation, estate planning, college savings, and divorce preparation.
Carlson is an independent advisor associated with LPL Financial, the country’s biggest independent broker-dealer * and a leader in the retail monetary advice market, supplying resources, tools and technology that support consultants in their work to enhance their clients’ financial lives.
About Fulcrum Financial Group
Fulcrum Financial Group was established over 2 decades back by Sarah Carlson. She had a vision to start a company that would surpass traditional wealth management, fixing individuals’s unique money problems while helping them live their ideal lives.
Over the years, our group has actually grown to end up being a close-knit group of intelligent, caring people with over 5 decades of cumulative experience. We take pleasure in collaborating to resolve the intricacies of your wealth– and serving you and your household with the sort of consideration and empathy you are worthy of.
About LPL Financial
LPL Financial is a leader in the retail financial recommendations market and the nation’s biggest independent broker-dealer *. We serve independent monetary consultants and financial institutions, providing them with the innovation, research study, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL allows them to supply unbiased assistance to countless American households seeking wealth management, retirement planning, financial planning and property management options. LPL.com
* Based on total earnings, Financial Preparation publication, June 1996-2020
LPL Financial, Forbes magazine and Fulcrum Financial Group are all different entities. The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research study, is based on in-person and telephone due diligence meetings and a ranking algorithm that consists of: customer retention, market experience, review of compliance records, company nominations; and quantitative requirements, including: assets under management and income generated for their companies. Portfolio efficiency is not a requirement due to differing client objectives and lack of audited data. Neither Forbes nor SHOOK Research study receives a fee in exchange for rankings.
Securities and advisory services offered through LPL Financial, a Registered Financial Investment Advisor Member FINRA/SIPC.