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
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.