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Chad H. Carlson, CFP®

Delta Trust Investments, Inc.

16600 Chenal Parkway
Little Rock, AR 72223-5929
Phone: (501) 975-4010
Fax: (501) 975-4009

Toll-free: (877) 467-9610

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Household Income Minimum: $0
Investable Asset Minimum: $300,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Sudden Wealth

 

How Planner Charges

Considerations: Asset Minimum may be waived for clients implementing a systematic investment plan.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.