Interview With Judy Carlson, Fee-Based Fiduciary Financial Professional-Risks to the Safety of Money That Could Derail a Financial Plan

Judy has been a CPA for over 40 years and has worked in the financial services business most of her career. She is an independent fee-based fiduciary financial planner and an independent licensed insurance agent.

For the past 10 years, Judy’s passion is to Protect Families Financially using unique and innovative strategies typically not found in traditional financial planning approaches. Her practice bridges the gap between both the investment and insurance sides of the financial services business. Therefore, she can offer options and solutions to protect your money from downside market risk on either side of the equation.

Judy’s career has spanned public accounting, taxes, corporate finance, education, and 10 years ago she transitioned from corporate planning to personal planning.

Judy moved to Colorado 10 years ago with her two young adult children. She loves the sunshine, and enjoys exploring Colorado’s beauty. She is an outdoor girl with a big heart.

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Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.

Mike Saunders, MBA

Mike Saunders is the Authority Positioning Coach at Marketing Huddle, the author of Amazon Bestselling book Authority Selling™, Adjunct Marketing Professor at several Universities, contributor to The Huffington Post, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.

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