Carlson Hammond is a leading provider of business exit and succession plans, life insurance, wealth transfer, and executive benefits, to individuals and companies.
We Believe In:
Providing Quality Customer Service
A Collaborative Approach
Building Long-Term Relationships
No matter what the challenge or who the client, we concentrate on three things: making each client feel profoundly understood, providing each client a path to a specific goal, and totally dedicating ourselves to follow-through.
Our affiliation with M Financial Group represents a great opportunity for our firm, and more importantly, our current and future clients. Our mission is to serve clients with exceptional products and services. While we remain independent to serve the best interests of our clients, as we have for the past 30 years, through M Financial we have access to the resources of a nationwide network of leading financial services firms
Rather than consider financial decisions in isolation, Carlson Hammond takes a holistic view. We design plans using various financial tools, like life insurance, retirement plans, and disability or long term care—coordinated to provide tax relief, risk management, wealth transfer, and retirement income.
Our process generates a financial roadmap for our clients that brings simplicity to their lives and provides clarity around the decisions they make. We create and implement plans with purpose, beginning with the end in mind and using customized solutions to meet goals and objectives.