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.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
How to Support Local Businesses During a Pandemic
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Why are 401(k) plans, annuities, and IRAs so popular?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Make your retirement as exciting as your next vacation.
There’s an alarming difference between perception and reality for current and future retirees.