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.
Helpful Content
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
View all articles 
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
View all calculators
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
When Markets React
When markets shift, experienced investors stick to their strategy.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.