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717 South Willow Street
PO Box 969
North Platte, NE 69101

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Lance Carlson

(308) 534-9621

 
Finding the Balance Retirement and Quality of Life Behavioral Finance 4 Elements of an Estate Strategy

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.


<p>Carriers & Partners</p>

Carriers & Partners

We understand that no 2 people are alike. Find out which carriers and partners we use to find a product to fit your individual needs.

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<p>Our Services</p>

Our Services

Learn more about the variety of services we offer you, your family, and your business.

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<p>Agents & Locations</p>

Agents & Locations

Search to find an agent nearby or click on the agency links to learn more about the associated agency that we work with.

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Helpful Content

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When Life Insurance Becomes Taxable

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Retiring Wild: National Parks and You

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When Heirs are Imperfect

When Heirs are Imperfect

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Required Reading: The Economic Report of the President

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Learn all about Medicare basics in this informative and insightful article.

Prescription Drug Benefits Under Medicare (Part D)

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Assess whether you are running “in the black” or “in the red” each month.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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Taking your Social Security benefits at the right time may help maximize your benefit.

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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Savvy investors take the time to separate emotion from fact.

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Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

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