For many parents, saving for their children’s future education is one of the first big financial ...
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Joe Carlson, CFP®
Investment Advisor
Joe Carlson, Investment Advisor, began his career in 2018 and has since developed a strong foundation in comprehensive financial planning and investment advisory services.
Working closely with high-net-worth individuals, families, and business owners, Joe creates personalized financial roadmaps. He helps clients navigate important decisions at all stages of life, from saving for their children’s education to establishing a lasting family legacy. Joe values the relationships he builds with his clients throughout their financial journeys, finding fulfillment in providing them with clarity, peace of mind, and long-term financial confidence.
Joe lives in Elkhorn, NE, with his wife, Taylor, their son, Cooper, and their mini Goldendoodle, Miley. He is an avid Husker and Bluejay fan (a true Jaysker) and enjoys playing basketball, golfing, and snowboarding. He is also a Notre Dame fan - because diversification is important.
Areas of Focus
- Comprehensive Financial Planning
- Financial Literacy Education
- High Net-Worth Families
- Income Tax Planning
- Retirement Cash Flow Planning
- Estate Planning
- Education Planning
- Social Security & Medicare Planning
- Client Relationship & Account Management
- Trading Support
Affiliations & Credentials
- CERTIFIED FINANCIAL PLANNER™
- Financial Planning Association®, Member
- Bloomberg Certified
Community Service
- Lutz Gives Back, Volunteer
- Brush Up, Volunteer
- Patrick’s Church, Member
Educational Background
- BSBA in Finance, University of Nebraska, Lincoln, NE
Thought Leadership
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Financial Planning
Should I worry about over-contributing to a 529...
Financial Planning
The New 529 to Roth IRA Rollover Provision
The SECURE 2.0 Act was signed into law on December 29th, 2022, to enhance the SECURE Act of 2019. ...
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Investment Advisory
My Values or My Investments… Why Not Both?...
Most investors are familiar with the terms ESG, socially responsible, and sustainable investing. ...
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