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Text Content

717 South Willow Street
PO Box 969
North Platte, NE 69101





LANCE CARLSON

(308) 534-9621

 
MENU
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HOW TO BAKE A PIE-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Learn More


BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!

Learn More


PREPARATION IS THE KEY TO RETIREMENT

The simplest ideas can sometimes make a massive difference over time. Enjoy this
brief video to learn more.

Learn More


RETIREMENT ACCOUNTS WHEN YOU CHANGE YOUR JOB

This video discusses issues related to your retirement accounts when you move on
from your job.

Learn More


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.







CARRIERS & PARTNERS

We understand that no 2 people are alike. Find out which carriers and partners
we use to find a product to fit your individual needs.

Learn more

OUR SERVICES

Learn more about the variety of services we offer you, your family, and your
business.

Learn more

AGENTS & LOCATIONS

Search to find an agent nearby or click on the agency links to learn more about
the associated agency that we work with.

Learn more


HELPFUL CONTENT


THE PRE-RETIREMENT CHECKLIST

This checklist can give you a quick snapshot of how prepared you are.


AVOIDING COGNITIVE DECLINE

Try these activities to keep your brain sharp.


A BRIEF GUIDE TO CONDO INSURANCE

Important items to consider when purchasing condo insurance.

 
 * Articles
 * Calculators
 * Videos

THREE KEY QUESTIONS TO ANSWER BEFORE TAKING SOCIAL SECURITY

When to start? Should I continue to work? How can I maximize my benefit?

CHOOSING A RETIREMENT PLAN THAT FITS YOUR BUSINESS

To choose a plan, it’s important to ask yourself four key questions.

BUYING AUTO INSURANCE FOR TEEN DRIVERS

Tips on insuring your teen driver.

WHAT'S SO GREAT ABOUT A ROLLOVER?

Making a career move requires tough decisions, not the least of which is what to
do with the funds in your retirement plan.

CHOICES FOR YOUR 401(K) AT A FORMER EMPLOYER

Individuals have three basic choices with the 401(k) account they accrued at a
previous employer.

PULLBACKS, CORRECTIONS, AND BEAR MARKETS

When the market experiences volatility, it may be a good time to review these
common terms.

VIEW ALL ARTICLES

IMPACT OF TAXES AND INFLATION

Estimate the potential impact taxes and inflation can have on the purchasing
power of an investment.

A LOOK AT SYSTEMATIC WITHDRAWALS

This calculator may help you estimate how long funds may last given regular
withdrawals.

DISABILITY INCOME

This calculator estimates your chances of becoming disabled and your potential
need for disability insurance.

WHAT IS MY LIFE EXPECTANCY?

Estimate how many years you may need retirement assets or how long to provide
income to a surviving spouse or children.

WHAT'S MY POTENTIAL ESTATE TAX?

This calculator helps estimate your federal estate tax liability.

INTERESTED IN A FUEL EFFICIENT CAR?

Estimate how many months it may take to recover the out-of-pocket costs when
buying a more efficient vehicle.

VIEW ALL CALCULATORS

EMERGING MARKET OPPORTUNITIES

What are your options for investing in emerging markets?

SAVING FOR COLLEGE 101

Here’s a crash course on saving for college.

TO BUY OR NOT TO BUY

The decision whether to buy or rent a home may have long-term implications.

SUDDENLY SINGLE: 3 STEPS TO TAKE NOW

Have you found yourself suddenly single? Here are 3 steps to take right now.

DOG BITES AND HOMEOWNERS INSURANCE

Reviewing coverage options is just one thing responsible pet parents can do to
help look out for their dogs.

RISK TOLERANCE: WHAT’S YOUR STYLE?

Learn about what risk tolerance really means in this helpful and insightful
video.

VIEW ALL VIDEOS

 


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LOCAL WEATHER

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Osaic Form CRS

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

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
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material provided are for general information, and should not be considered a
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Copyright 2024 FMG Suite.



Carlson FInancial Group, Inc. 717 South Willow Street, PO Box 969. North Platte,
NE 69101

We are licensed to sell Insurance Products in the following states: California
(CA), Colorado (CO), Georgia (GA), Kansas (KS), Michigan (MI), Missouri (MO),
Montana (MT), Nebraska (NE), New Mexico (NM), South Carolina (SC), South Dakota
(SD), Texas (TX), Washington (WA), and Wyoming (WY)

National Producer Number: 333859

We are registered to sell Securities in the following states: Alabama (AL),
Arizona (AZ), California (CA), Colorado (CO), Kansas (KS), Michigan (MI),
Montana (MT), Nebraska (NE), North Dakota (ND), South Dakota (SD), Texas (TX)
and Wyoming (WY)

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is
separately owned and other entities and/or marketing names, products or services
referenced here are independent of Osaic Wealth.  



CONTACT

Carlson Financial Group, Inc.

Office: (308) 534-9621 Fax: (308) 534-0113

717 South Willow Street
PO Box 969
North Platte, NE 69101

FINRA series 6, 63

lance@carlsonfg.com



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