info.carsonwealth.comAdvisor Match: Manage Your Wealth, Simply

Get Started Today! 888-829-1791 Call Now Manage Your Wealth, Simply. You deserve better than average financial planning. Match with a pre-screened, vetted fiduciary for personalized advice you can trust. " * " indicates required fields Step 1 of 8 12% What is your main financial goal? * Family Planning Financial Windfall Retirement Investments Loans/Debts Life Changes Hidden How confident do you feel in your current financial plan to meet your goals? Not so great... It could be better I feel ok about it I’m confident! How quickly would you like to improve your financial plan? * As soon as possible Within the next 3-6 months Within the next year Within the next few years No specific timeframe Hidden Do you have a partner? Yes No Do you have any children? * Yes No What year were you born? * Please enter a number from 1900 to 2020 . When do you want to retire? * Within 5 years 6-10 years 11-20 years 20+ years I’m already retired How would you most like to meet with your advisor? * I prefer virtual I want virtual and in-person options I prefer in-person Hidden inPersonRequired * What is your best estimate of your total investible assets? * Less than $100,000 $100,001-$250,000 $250,001-$500,000 $500,001-$1 Million $1 Million-$3 Milliion More than $3 Million What’s your name? * First Last What’s your email address? * What’s your phone number? * What’s your ZIP Code? * Name This field is for validation purposes and should be left unchanged. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Partners that have elected to participate in our advisor matching platform operate under a CWM, LLC doing business as DBA” name. You will be matched with an advisor based on your information provided in this questionnaire. You deserve better than average financial planning. Match with a pre-screened, vetted fiduciary for personalized advice you can trust. Accolades and Coverage of our Advisors 300 List 2019 National Press Coverage Top RIA Firms National Press Coverage 2021 RIA Ranking & Fastest Growing Firms Top Next-Gen Wealth Advisors National Press Coverage Top 100 Financial Advisors 2021 National Press Coverage How it Works Step 1 Take the Advisor Match Quiz Our short quiz matches you with vetted fiduciary financial advisors based on your unique financial goals. Step 2 Review Your Personalized Matches We’ll provide a list of financial advisors who best meet your criteria. One of our match specialists will also give you a call to answer any questions. Step 3 Schedule Your Complimentary Financial Planning Session Your advisor matches are available for a no-obligation introductory meeting, where you’ll receive a complimentary financial plan designed to help you work toward your financial goals. Why Use Carson Wealth’s Match Technology? OUR ADVISORS ARE: Fiduciaries who put your interests above their own SEC-Registered Here to help design customized plans for you and your family OUR MATCH SERVICE: Helps find trusted advisors near you Offers matches based on criteria unique to you Is obligation-free: you’re not required to work with any of your matches OUR SUCCESS $20 billion in assets under management Represents AUM across all Carson Partners Founded by Barron’s Hall of Fame Advisor, Ron Carson Inducted 2014 Top 10 Barron’s RIA firm Awarded to Carson Wealth (2021) OUR SERVICES At Carson Wealth, we’re not here to sell you investments. That’s not how we work. Our advisors lead with planning. It all starts with your unique vision of freedom. From there, your advisor match will develop a you-focused financial plan that incorporates every facet of your financial life. In the end, you’ll have a clear roadmap from here to your vision. It’s simple: You define freedom. We’ll design the path to help get you there. Find Advisors Near You After you enter your zip code and answer a few questions, you’ll find advisors in your neighborhood best suited to your unique needs. Find an Advisor Find Advisors Near You After you enter your zip code and answer a few questions, you’ll find advisors in your neighborhood best suited to your unique needs. Find an Advisor Still Not Sure You Need An Advisor? HOW A FINANCIAL ADVISOR CAN HELP Having a financial advisor is like having a money coach by your side. They’re here to help you feel more at ease about your financial situation and help you pursue your goals – whether that means a comfortable retirement, saving enough for key milestones like your child’s education or a new home, and more. A recent study* found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio.1 A financial advisor can also: Save you time Build you a personalized financial plan Leverage their experience to help you make decisions * 1 Envestnet, Capital Sigma: The Advisor Advantage,” 2019. https://www.investpmc.com/sites/default/files/documents/PMC-CAP-SIGMA.pdf WHEN DO YOU NEED A FINANCIAL ADVISOR? Nearly 3 in 5 Americans want financial advice but aren’t sure where to get it. 2 Don’t let these common misperceptions stand in your way from getting the advice you deserve: I’M NOT RICH Financial advisors can help people from a variety of income levels It costs too much Advisor costs vary, so there may be more affordable options than you think I’m not ready for retirement Financial advisors do more than just retirement planning 2 PR Newswire, Nearly 3 in 5 Americans (59%) want financial advice but are not sure where to get it, according to intelliflo survey March 2, 2022. https://www.prnewswire.com/news-releases/nearly-3-in-5-americans-59-want-financial-advice-but-are-not-sure-where-to-get-it-according-to-intelliflo-survey-301494402.html Find The Right Advisor For You In two minutes, we can find you a fiduciary match – and you can get started on the road to pursuing your financial goals. READY TO FIND YOUR MATCH? Get Started Find The Right Advisor For You In two minutes, we can find you a fiduciary match – and you can get started on the road to pursuing your financial goals. READY TO FIND YOUR MATCH? Get Started Barron’s Magazine Hall of Fame Inductee – Ron Carson, October 20, 2014 issue. Advisors inducted into the Hall of Game include those who were recipients of the Barron’s Top 100 Independent Advisors ranking since the list’s inception. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. Ron Carson is a non-registered associate of Cetera Advisor Networks. 14600 Branch St. Omaha, NE 68154 Phone: (888) 321-0808 www.carsonwealth.com The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Investopedia 100 Top Financial Advisors of 2022: Awarded to Paul West. Advisors who wished to be ranked self-submitted or peer-submitted answers to questions compiled by Investopedia. Rankings were determined based on number of followers and engagement on social media, primary contribution to professional industry websites and their focus on financial literacy. An advisor’s ranking on this list...