Collective Financial Group (CFG)
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 early 1960's as a part of the Life Investors Insurance Company.
In 2016 Collective FG was established to offer its firms the ability to share administrative, compliance and practice management resources that will enhance each firms ability to provide high quality insurance and financial solutions through a meaningful customer experience. This is accomplished all while allowing each collective firm to operate within its own identity.
Collective Financial Group Mission Statement
Collectively, we are better together
Collectively, we bring more value to our clients
Collectively, we have more knowledge and resources
Collectively, we have more experience and talent
Collectively, we are more attractive to our business partners
Collectively, we have more fun