No hidden fees here! We make it easy for you to understand exactly how we get compensated, so you never have to wonder about how much you pay. We are not limited to one company's products - which means we aren't incentivized to push one type of investment over another. Our firm analyzes your financial plan to figure out which investments are best for your unique situation.
Not sure where to even begin the retirement planning process? We've got you covered with our latest comprehensive guide on the 7 ESSENTIALS for a confident retirement. Get your guide now! I grew up on a farm in Kansas and began working in the financial industry at age 25. Although I started out working for some big wealth management firms, I quickly grew frustrated by the industry's lack of honesty and transparency.
Not sure where to even begin the retirement planning process? We've got you covered with our latest comprehensive guide on the 7 ESSENTIALS for a confident retirement. Get your guide now! I grew up on a farm in Kansas and began working in the financial industry at age 25. Although I started out working for some big wealth management firms, I quickly grew frustrated by the industry's lack of honesty and transparency.
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Carl has more than 25 years of experience in the financial industry, including 10 years in wealth management and insurance. He graduated summa cum laude with a bachelor's degree in finance from the University of Houston. Carl founded Carlson Financial after becoming frustrated with the lack of honesty and transparency he saw in the financial services industry.
However, in retirement, your investment goals become much more complex. Our EPIC5i process helps investors in retirement by crafting a portfolio that will provide a stream of income, reduce risk, and enjoy better returns. Represents investments that create opportunities for long-term growth - but do carry some risk.
Health insurance, life insurance, long-term care insurance, umbrella coverage - do you need such coverage? If so, how much do you need? We answer these questions as part of our EPIC5i process. We know that a good insurance plan helps protect your retirement from the unknowns. That's why we help you determine the type and amount of coverage you need, and then find the best insurance product for your needs.
Your legacy means a lot. Our EPIC5i process addresses estate planning, so you can sleep easy knowing your passing will not place a financial burden on your loved ones. No matter the dollar value that you want to leave when you're gone, we'll help you build an Inheritance Plan that will be a blessing to your loved ones instead of a burden.
If you're looking at your account statements, trying to figure out where you stand financially, we'll be the first to say, "Please don't go it alone!" When so much feels outside our control these days, there's no reason to put off talking to someone who can help you regain control. In fact, in the past few weeks, we've had many conversations with people who are trying to make sense of our world right now.
Reviews (3)
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 didn’t 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 can’t 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 I’m 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.
LaShell Smith
Dec 28, 2019
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