Rance Carlson, CFP®
My goal as a financial planner is to set people up for success to enjoy their true passions. Whether that means traveling the world or spending more time with the grandkids, I am dedicated to creating a financial path to get you there.
“With the right plan in place providing the right solutions, there’s nothing you can’t do.”
As a lifelong resident of Kansas City, I am also able to offer a network of CPAs and attorneys, offering a team approach to financial health. My wife and our three boys call Kansas City home and enjoy being involved with nonprofit groups.
Call today to set up a free, no-obligation conversation about your financial well-being and see how I could help you achieve your financial goals.
Registered States: AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MO, NC, NJ, NM, NY, OH, OK, OR, PA, SD, TN, TX, VA, WA
Securities and advisory services offered through CommunityAmerica Financial Solutions, LLC (“CAFS”), Member FINRA/SIPC. CAFS is a SEC registered investment advisor. Products offered through CAFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. CAFS is a wholly-owned subsidiary of CommunityAmerica Credit Union.