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.
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.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Five overlooked tax deductions to help manage your tax bill.
What can be learned from the savings rate?
There are ways to improve your physical fitness without denting your fiscal fitness.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
$1 million in a diversified portfolio could help finance part of your retirement.
A bucket plan can help you be better prepared for a comfortable retirement.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Do you have causes that you want to support with donations?
Savvy investors take the time to separate emotion from fact.
Around the country, attitudes about retirement are shifting.