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.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
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 will you weather the ups and downs of the business cycle?
Here is a quick history of the Federal Reserve and an overview of what it does.
Smart investors take the time to separate emotion from fact.
The market is as unpredictable as the weather. We’d love to help you prepare.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.