Bjorn Carlson - Ameriprise Financial Advisor

Bjorn Carlson - Ameriprise Financial Advisor Financial Advisor
with PacWest Wealth Partners
A private wealth advisory practice of Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can
interact on social media.

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan ca...
07/14/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the im...
07/13/2026

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

By setting your own estate plan, you can avoid going through probate – a court process that would release your records p...
07/10/2026

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of dow...
07/09/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how w...
07/08/2026

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful plann...
07/07/2026

Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful planning can simplify a difficult process for your family in the future. https://bit.ly/3wxrbaD

What would make you say, “Yep…this is the retirement I pictured”? Reach out, and we’ll build a strategy to help support ...
07/06/2026

What would make you say, “Yep…this is the retirement I pictured”? Reach out, and we’ll build a strategy to help support the life you want – not just the number you need.

As we celebrate Independence Day, I'm reflecting on the values that matter most — freedom, opportunity, and the ability ...
07/04/2026

As we celebrate Independence Day, I'm reflecting on the values that matter most — freedom, opportunity, and the ability to plan for the future with confidence.

Wishing you and your loved ones a safe and meaningful Fourth of July.

End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allow...
07/03/2026

End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allows you to specify your final wishes and establish special arrangements for your remains. https://bit.ly/3wxrbaD

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://...
07/01/2026

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://bit.ly/3wxrbaD

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507 Washington Street SW Ste B
Albany, OR
97321

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