Broker Check

717 South Willow Street
PO Box 969
North Platte, NE 69101

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Lance Carlson

(308) 534-9621

 

Our Services

At Carlson Financial Group, our professionals provide products and services in the following areas:

Insurance

  • Life Insurance
  • Long Term Care Insurance
  • Disability Income
  • Individual Health Insurance
  • Group Health Plans

Financial Strategies

  • Estate Preservation
  • 401(k) Plans
  • Solo(K) Plans
  • 529 College Savings Plans
  • Retirement Strategies
  • Personal Needs Analysis
  • Business Needs Analysis
  • SEP Plans
  • Defined Benefit Plans

Investments

  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Fixed Annuities
  • Variable Annuities
  • Mutual Funds