We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We can also help answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Products and Services are offered by representatives holding the appropriate licensing and registrations.
President and CEO of CFG
Lance began his career with Life Investors Insurance Company of America immediately after graduating from the University of Nebraska - Lincoln in 1991. In January of 1992 he returned to North Platte, NE to work with his father Randy at...
Randy was born and raised in Central City, NE and graduated from Wayne State College with a BAE in education. He began his professional life as a teacher and coach prior to entering the insurance and investment business, which he has...
Kort Steele joined Carlson Financial Group in 2020 after having interned with the the firm via the school business partnership program with North Platte Public Schools in 2017. Kort furthered his knowledge as a college intern in the...
Kim Bonomo became our Office Manager at Carlson Financial Group at the end of November and also serves as an active agent. Kim brings energy and experience as she is a licensed life and health agent for the past 5 years, having been a...
Carlson Financial group is a member firm of Collective Financial Group. Collective FG is a culmination of ten independent financial services firms based primarily in the Midwest. The unique culture stems from roots going back to the...
Charlie Burwick was born in Buffalo, NY and spent all of his childhood there experiencing continuous disappointment in the Buffalo Bills and Sabres. He attended college at the University of Rochester, where he graduated Magna Cum Laude...