Carl Woolston, NSSA® & IRMAACP™ Advisor · North Salt Lake, UT

Carl Woolston, CFP®, ChFC®, is a distinguished Founder of Thrive Retirement Planning, located in the heart of Utah. As a CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Financial Consultant®, Carl brings a wealth of knowledge and a personalized approach to retirement planning. He understands the complexities that come with transitioning into retirement, addressing crucial questions such as when to take Social Security, how to replace lost income, and strategies to minimize taxes.

Carl Woolston holds both the National Social Security Advisor program and the IRMAACP™ Medicare & IRMAA certification, reflecting advanced training in retirement income and Medicare cost planning.

At Thrive Retirement Planning, Carl empowers clients to approach retirement with clarity and confidence. He collaborates closely with individuals to create a comprehensive Retirement Transition Blueprint, ensuring that every dollar is strategically allocated for income, fun, growth, taxes, healthcare, and legacy planning. His dedication to helping clients navigate this critical phase of their lives has established him as a knowledgeable and trusted expert in his field.

You’ve worked hard to build a solid financial foundation. Let Carl Woolston help you make every moment count in your retirement journey. Reach out today to discover how he can support you in achieving the retirement lifestyle you deserve.

Contact Carl