Season’s Greetings

It is our pleasure to announce our support of the following charities during the Holiday Season.  In lieu of a Holiday Card, Carillon Consulting Group has made generous donations to the following organizations in your honor.

Invest In Youth  www.investinyouth.org
Providence www.providence.org
Alzheimer's Association Western and Central Washington www.alz.org/alzwa
Happy Paws Farm www.saveourdogs.com
America's Foundation for Chess www.af4c.org 
Bridge Disability Ministries www.bridgemin.org

Thank you for your support and friendship during 2011.  We look forward to a prosperous New Year!

The Pacific Northwest’s Retirement Income Planning Specialists

Thank you for taking the time to visit our website! Our website has been designed to introduce you to Carillon Consulting Group and our wealth management practice, while providing useful tools and resources that will allow you to become more comfortable with your financial plan in a complex and ever changing investment world. Our mission at Carillon Consulting Group is simple: To provide every client with trusted advice and exceptional service in a personal and unparalleled way.

We encourage you to explore this website and contact us to discuss whether our disciplined wealth management process is right for you, your family, foundation, endowment or small business. We have expertise in wealth management strategy and planning, investment management & analysis, and fiduciary practices. Further, we are happy to provide references upon request and will allow you to talk with any of our existing clients while performing your due diligence.

To learn more about our team, we invite you to click the About Our Team link in the upper left tool bar. To gain insight into our financial planning approach, please click the link Our Approach. And finally, we encourage you to explore the wealth of information found under the reports & fact sheets, newsletters and market commentary links. If you can’t find what you need, please email or contact us directly.

We hope that this website will make your Favorites folder and you will visit often. Thank you for taking the time to view our website.

To fully appreciate your portfolio’s sensitivity to all variables that will impact a comfortable retirement, you need to look beyond performance. Inflation, taxes, life expectancy and health care are just a few of the variables that could significantly alter your disposable income during retirement. Learn more about RBC Retirement Funding Sensitivity