Dennis Carlson

Introduction: I vow to help you achieve your goals by committing to be the most knowledgeable in the industry. As part of my ongoing effort to add value for my clients, I am certified to offer a unique educational approach to retirement planning called the Macro Asset Perspective. Whatever stage of life you are in, whether you are working to grow your assets, or your assets are working to provide your retirement income, you are likely to glean value from the principles, processes and strategies found in the Macro Asset Perspective. The Macro Asset Perspective helps you implement a balanced approach to your personal accumulation and income, combining time-tested principles of risk management with sensible strategies for long-term tax reduction giving you the potential to increase your net spendable income in retirement. I am an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of NC, OH, PA, SC, and TX. No insurance business may be conducted outside of the states referenced. Additionally, I am a registered representative and offer securities products and services through NYLIFE Securities LLC (member of FINRA/SIPC), a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of NC, OH, PA, and SC. No offers may be made or accepted from any resident outside the specific state(s) referenced. I'm located at 6100 Fairview Rd., Charlotte, NC 28210. Neither New York Life Insurance Company nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.