James Carlson

Carlson Planning Company
Asset Services:

Personal Education

Crypto Investment Management

Planning Services:

Comprehensive Financial Planning

Education Planning

Investment Planning

Payment Options:

Assets Under Management

Fixed Fees by Service

Retainer/Subscription Fee


Meet Jim Carlson, a certified digital asset advisor and financial planner with a passion for helping firefighters achieve financial stability. With a focus on dual-income households, Jim helps firefighting families maximize their earning potential and secure their financial futures through a comprehensive approach that includes smart investments in digital assets as well as traditional financial planning. He provides personalized advice and guidance on budgeting, saving, paying down debt, and preparing for retirement, all with the unique challenges faced by firefighters in mind. With a thorough understanding of the financial planning process and the digital asset landscape, Jim is committed to helping his clients achieve their financial goals and live their best lives.

Client Focus:
Firefighters with Dual Incomes
Languages Spoken: