Business Details
14 Years
experience
Your Trusted Partner for Retirement Planning Solutions
At Carlson Financial, we are dedicated to providing fiduciary-driven financial advisory services tailored to individuals aged 50 and above. Founded in 2012 by Carl Carlson, our firm was established to address the lack of transparency and client-centric focus in traditional wealth management. Our team of certified professionals prioritizes your financial goals, offering personalized strategies in income, investment, tax, and inheritance planning. We operate independently, ensuring recommendations are aligned with your unique needs rather than proprietary product incentives. With a commitment to education, we empower clients through resources like our complimentary retirement guide and regular media appearances.Our transparent fee structure eliminates ambiguity, fostering trust and long-term partnerships. By integrating comprehensive financial plans, we aim to minimize tax burdens, build wealth, and help clients leave a lasting legacy. Recognized by local media outlets, we combine industry expertise with a personal touch, reflected in our community engagement and client-first philosophy. Whether you are approaching retirement or seeking to optimize your existing plan, our approach emphasizes clarity, integrity, and actionable outcomes. We measure success through client satisfaction and the confidence they gain in their financial future.
Services
Income Planning
Investment Planning
Insurance Planning
Income Tax Planning
Inheritance Planning
Details
- Year established: 2012
Highlights and features
- We are fiduciary advisors legally obligated to prioritize client interests above all else.
- Our transparent fee structure ensures no hidden costs or ambiguous charges.
- Independent analysis tailors investment strategies to your unique financial situation.
- Specialized expertise in retirement planning for individuals aged 50 and above.
- Proven track record of client-focused service since our founding in 2012.
Services
Income Planning
Our income planning service creates sustainable cash flow strategies tailored to retirees' needs. We analyze existing assets, pensions, and Social Security to optimize lifelong income streams while mitigating market risks. This service ensures financial stability throughout retirement years through diversified withdrawal strategies.
Investment Planning
Investment planning focuses on constructing diversified portfolios aligned with risk tolerance and retirement timelines. We employ evidence-based strategies to maximize growth potential while managing volatility, regularly rebalancing to maintain optimal asset allocation as market conditions evolve.
Insurance Planning
Our insurance planning evaluates coverage needs for long-term care, life insurance, and annuities. We identify gaps in protection and recommend solutions to safeguard against unexpected medical expenses or premature death, ensuring financial security for both clients and beneficiaries.
Income Tax Planning
Tax planning strategies minimize lifetime tax liabilities through Roth conversions, tax-loss harvesting, and coordinated withdrawal plans. We coordinate with CPAs to implement legal tax reduction techniques while maintaining compliance with evolving tax regulations.
Inheritance Planning
Inheritance planning ensures seamless wealth transfer through estate documentation and trust implementation. We collaborate with attorneys to establish clear directives for asset distribution, minimizing probate complications while preserving family wealth across generations.
People
Carl Carlson
CEO & Founder
Carl founded Carlson Financial in 2012 after 15 years in traditional wealth management. A fiduciary advocate, he hosts local media segments and speaks at financial events. He graduated from Kansas State University with a degree in Finance and holds the Certified Financial Planner designation.
Questions
What retirement planning services do you offer?
We provide income planning, investment planning, insurance planning, tax planning, and inheritance planning tailored to individuals aged 50+.
Are you legally required to act in my best interest?
Yes, as fiduciary advisors, we are legally obligated to prioritize your financial interests above all else.
How are your fees structured?
Our fees are fully transparent with no hidden charges, ensuring clarity on compensation throughout your engagement with us.
Do you work with clients outside specific geographic areas?
While we have physical locations, our services are designed to support clients nationwide through virtual consultations.
Can I access educational resources about retirement planning?
Yes, we offer a complimentary guide titled 'Essentials for a Confident Retirement' available for download on our website.
What distinguishes your firm from other financial advisors?
Our independence, fiduciary commitment, and specialized focus on pre-retirees and retirees create a uniquely client-centric experience.
Videos
Reviews (2)
Linda B.
Oct 25, 2020
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My mother passed away amonth ago, and the accounts were a huge mess ever since my dad died in 2013 I was overwhelmed and very stressed and didnt know even where to start. My friend told me to call Carlson Financial Group and gave me the number. I am so glad I did. The woman I spoke with was so very kind patient and knowledgeable and I cant thank her enough. I wish could remember her name!!! But I am still floored by the fact that I got all the info I did without being a customer. Believe me that when I retire and can withdraw my funds, I know right where Im headed!!! Thank you again!!
H. O. Venues
Jan 23, 2020
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Carlson Financial hired my company to host their dinner conference this Saturday May 4, 2019. Literally yesterday afternoon while my team was setting up their Ballroom per their instruction, they cancelled. With only 4 days notice, of course we have paid for food/equipment etc. etc. They have also submitted retraction of payment with their American Express card. My company is a Veteran owned company and we have lost over $2,000. I can only imagine how they handle client investments.
