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Welcome to Carlson Financial

What is important to you?

 

  • Caring for your family?
  • Growing a business?
  • Pursuing a dream?
  • Preparing for retirement? If your retirement plan is not matching up to your expectations, when would you like to know?

     We all have important priorities in life and Carlson Financial can assist you to align your portfolio with your personal goals. We have programs available that will tell you exactly if you are on track to hit your retirement goals. These programs will also give you detailed analysis of your educational planning, your life insurance planning, your long term care planning and your disability insurance planning.  We are also able to do a detailed explanation of your social security benefits. We will be able to tell you when to start your benefits to maximize your income based on your needs and how to potentially minimize your taxes during your retirement years.

     We would be happy to assist you with any of these programs for at any time. To set up your appointment, call our office at 402-730-8440. There is no cost or obligation for this consultation.

Latest Video Client Alert
Newsletters
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    You've probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn't directly control consumer
  • Future of the Federal Estate Tax
    While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate
  • The Health-Wealth Connection
    It's a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet
  • What is a rollover IRA, and do I need one?
    Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes
  • Can I roll my traditional 401(k) account balance over to a Roth IRA?
    Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or governmental 457(b) plan] to a Roth IRA,
    
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 These are the views of Forefield Inc., not the named Representative nor Broker/Dealer, and should not be construed as investment advice. Neither the named Representative nor Broker/Dealer gives tax or legal advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. The publisher is not engaged in rendering legal, accounting or other professional services. If other expert assistance is needed, the reader is advised to engage the services of a competent professional. Please consult your Financial Professional for further information. Securities offered through Questar Capital Corporation (QCC), Member FINRA/SIPC. Advisory Services offered through Questar Asset Management (QAM), A Registered Investment Advisor. Carlson Financial is independent of QCC and QAM 


Check the background of this financial professional on FINRA's BrokerCheck.