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.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The Best Apps in Travel
Technology tips to make your next trip even better.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
How to help determine life insurance needs to provide for your family after you pass away.
Gaining a better understanding of municipal bonds makes more sense than ever.
Why have the markets been so volatile recently?
Federal estate taxes have long since been a lucrative source of funding for the federal government.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are a few things to consider when buying or leasing your next vehicle.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Pundits say a lot of things about the markets. Let's see if you can keep up.
With alternative investments, it’s critical to sort through the complexity.
The decision whether to buy or rent a home may have long-term implications.
It's easy to let investments accumulate like old receipts in a junk drawer.