Carlson Financial Group, Inc can trace its roots back to 1979 when Randy Carlson became the General Agent with Life Investors, forming Carlson & Associates, Inc. Soon after that time Barry Carlson joined the organization and later formed Barry Carlson & Associates in eastern Nebraska. Lance Carlson joined the firm in 1992. On January 1, 2014 Lance Carlson merged the two firms to create Carlson Financial Group, Inc. We are proud of our heritage and have a keen eye on growing the organization to meet the ever changing needs of our customers and representatives. In 2016, our firm joined Collective Financial Group, an independent financial services organization, as a member partner to provide added scale and resources to our representatives. With experienced representatives across the state of Nebraska and reps in Arizona, California, Colorado, Kansas, Montana, South Dakota and Texas, we have the knowledge and experience to provide solutions to the challenges people are facing today and we stand ready to provide personalized service to help meet those challenges. We strive to give our clients confidence through proper planning so they are prepared when life changing events occur.
Our mission is to create value for individuals, families and businesses by providing personalized financial services to protect and grow assets
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment please contact us.