Advisor Match - Carson Wealth

Timeline

Birth Year
Retirement

Goals

Financial Goals
Experience

Current Plan

Your Plan
Your Assets

Household

Your Wider Plan

Preferences

Your Partner

Contact

Contact Information

Timeline

Step 1 of 6

16%

What year were you born?(Required)

Please enter a number from 1930 to 2022.

When do you want to retire?(Required)

Within 5 years

6-10 years

11-20 years

20+ years

I'm already retired

What is your main financial goal?(Required)

Family Planning

Financial Windfall

Retirement

Investments

Loans/Debts

Life Changes

Which best describes your current financial planning experience?(Required)

I’m just getting started

I’ve done some planning on my own

I’ve worked with an advisor before

I work with an advisor now

How confident do you feel in your financial plan?(Required)

Not Confident

Somewhat

Very Confident

How quickly would you like to improve it?(Required)

Right Away

Within 3-6 Months

Later this year

No timeline

What is your best estimate of your total investible assets?(Required)

Less than $100,000

$100,001-$250,000

$250,001-$500,000

$500,001-$1 Million

$1 Million-$3 Milliion

More than $3 Million

Do you have a partner?(Required)

Yes

Do you have any children?(Required)

Yes

Would you be willing to pay a fee to get help from a financial advisor?(Required)

Yes

Would you be willing to attend a 1-hour, no-obligation meeting with a financial advisor?(Required)

Yes

How would you most like to meet with your advisor?(Required)

I prefer virtual

I want virtual and in-person options

I prefer in-person

This field is hidden when viewing the form

inPersonRequired(Required)

Let's Get in Touch

Name(Required)

First Last

Email(Required)

Phone Number(Required)

Zip Code(Required)

ZIP Code

Your information is secure during this process.

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.

What to Expect

Step 1

Take the Advisor Match Quiz: Answer a few simple questions to help us understand your goals and the kind of guidance that fits your future.

Step 2

We’ll give you a call: One of our specialists will reach out to ensure your matched advisor aligns with your goals and the journey you want to take.

Step 3

Schedule a Consultation: Meet with your matched advisor for a personalized plan that brings your financial goals to life.

REAL RESULTS, REAL RELATIONSHIPS

Why Choose Carson?

We go beyond managing money — we help you build momentum toward lifelong financial confidence. From your first consultation to ongoing reviews, you’ll have a dedicated advisor by your side every step of the way.

★★★★★

Jan N.,

Carson Wealth client in Orlando, Florida

I’ve been with Carson Wealth for several years and have been completely satisfied with their services. They are responsive and highly knowledgeable about investments and managing my accounts. Highly recommend.”

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

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.

Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Privacy Policy | Important Disclosures | Cetera Wealth Services Business Continuity Plan

Please note not all advisors affiliated or using the name of Carson Wealth offer securities through Cetera Wealth Services LLC, Member FINRA/SIPC, or offers investment advisory services through CWM, LLC. Please visit the locations page on this website for information related to specific advisors at each location for more disclosures related to which firms they offer securities business through, if any, or which firm they offer advisory services through.

This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services LLC site at www.cetera.com.

Copyright 2026 Carson Wealth Management Group. All rights reserved. This content cannot be copied without express written consent of CWM, LLC. Wealth Designed. Life Defined. is a registered trademark of CWM, LLC and may not be duplicated.

Additional information about CWM, LLC and our advisors is also available online at www.adviserinfo.sec.gov or https://brokercheck.finra.org. You can view our firm’s information on this website by searching for CWM, LLC or by our CRD number 155344.

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