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
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.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Saving on Subscription Service Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Retirement Redefined
Around the country, attitudes about retirement are shifting.