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
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
College Savings
See how much you may need to save now to cover future college costs for your child.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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 Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.