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717 South Willow Street
North Platte, NE 69101

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Lance Carlson

(308) 534-9621

 
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

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.

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Our Services

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

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Agents & Locations

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Helpful Content

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

The Basics of Medicare

The Basics of Medicare

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

 

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

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How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

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The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Saving for College 101

Here's a crash course on saving for college.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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