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Our goal is to identify your long-term financial goals and help plan your savings rate and investments accordingly. We hope this website starts the two-way interview process that determines if we are the right fit for your investment needs. Ed and Tom Carlsen have over 45 years of combined experience in the financial industry and would like serve you with their knowledge and wisdom. We are registered Investment Advisory Representatives through SagePoint Financial, Inc. that provide full-service brokerage. You should be working with a team that has experience and a Certified Financial Planner (CFP). We prefer to work with clients from all over the country. Let's talk soon.