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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Gaining a better understanding of municipal bonds makes more sense than ever.
When you’re married and have children, insurance needs will be different.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
How to help determine life insurance needs to provide for your family after you pass away.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Couples may be able to head off many of the problems in a marriage that money can cause.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
You’ve made investments your whole life. Work with us to help make the most of them.
How will you weather the ups and downs of the business cycle?
Here’s a quick guide to checking to see if you have unclaimed money.
The decision whether to buy or rent a home may have long-term implications.
Even low inflation rates can pose a threat to investment returns.