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.
Rightsizing for Retirement
What does your home really cost?
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
How to help determine life insurance needs to provide for your family after you pass away.
For homeowners who think their property taxes are too high, there are ways to appeal.
Tax preparation may be the perfect time to give the household budget a check-up.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
This article may help you maximize the benefits of your donation for your chosen charity.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Estate conservation is too important to put off. Do you have a smart exit strategy?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
$1 million in a diversified portfolio could help finance part of your retirement.
Do you know these three personal finance sayings?
Smart investors take the time to separate emotion from fact.