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
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
New Retirement Contribution Limits for 2026
A look at the new retirement contribution limits from the IRS.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.