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
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
College Savings
See how much you may need to save now to cover future college costs for your child.
Saving for College 101
Here's a crash course on saving for college.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
How Income Taxes Work
A quick look at how federal income taxes work.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
View all articles 
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
View all calculators
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?