Welcome to Carlson Financial Group, Inc.
Carlson Financial Group, Inc. is an independent insurance and financial services firm committed to helping our clients improve their long term financial success. Our focus is to deliver an unprecedented level of personalized service and to help our clients solve their financial problems though the use of insurance and investment products. We have 80 professionals across the state of Nebraska as well as Arizona, California, Colorado, Kansas, Montana, South Dakota and Texas. We take a hands on approach in helping our clients make good decisions about risk and money.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.
Helpful Content
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.