MY SERVICES
Taxes
Taxes can be complex and overwhelming, but having the right professional by your side makes all the difference. When you choose me to handle your taxes, you’re not just hiring someone to file paperwork—you’re getting a dedicated partner who ensures every deduction is maximized, every credit is claimed, and your tax strategy is tailored to your unique financial situation. I stay up to date on ever-changing tax laws and take the time to understand your specific needs, so you can rest assured that your taxes are in expert hands. Let me take the stress out of tax season and help you keep more of what you earn.
Investments
When it comes to securing your financial future, having a clear plan is crucial. I specialize in comprehensive financial planning, retirement income strategies, and choosing the right investment accounts to maximize your savings. Whether you're looking to grow your wealth through RRSPs, take advantage of tax-free growth in a TFSA, or plan for your children's education with an RESP, I can help you make informed decisions that align with your goals. My personalized approach ensures that every step of your financial journey is tailored to your needs. By choosing me as your advisor, you gain a trusted partner committed to helping you build a secure and prosperous future.
Insurance
Protecting yourself, your family, and your assets is a key part of financial security, and the right insurance coverage can make all the difference. I offer a range of insurance solutions tailored to your specific needs, including group benefits, health and dental (H&D), travel insurance, critical illness, and disability coverage. Whether you're looking for life insurance options like term, whole life, or universal life (UL), I can guide you through the process, ensuring you choose the best policies to safeguard your future. My goal is to provide comprehensive protection plans that offer peace of mind while aligning with your financial objectives. Let me help you secure what matters most with confidence and care.
ABOUT ME
Hey there! I’m Carsen Dokken, born and raised in Springfield. Sports have always been my passion, whether I’m playing on the field or cheering from the sidelines. I believe in the power of teamwork and dedication, both in sports and life. Family means the world to me. Growing up surrounded by supportive parents and sibling, I've learned the importance of hard work and resilience. We’ve shared countless memories, from game days to family gatherings, and they continue to inspire me every day. For the past five years, I’ve been immersed in the tax and insurance industry, where I’ve honed my skills and gained valuable experience. I thrive on learning, so if I don’t know the answer to something, I’m eager to find it. This commitment to continuous growth has not only enhanced my professional abilities but also fueled my passion for helping others navigate their financial journeys.
Recently, I’ve channeled my enthusiasm into starting my own business. I’m excited to bring fresh ideas and energy to the table, and I can’t wait to see where this journey takes me. I’m always looking for new opportunities and connections, so feel free to reach out!
