Are We A Good Team

The best way to discover if we are a good fit is with a no cost consultation. 


We know how you may feel.....

When it comes to financial matters most people experience stress. The number of choices can be overwhelming. You are worried you might have missed something. Finding someone you can trust can be difficult. Finding skilled professionals can prove even more challenging. Having a personal relationship might seem impossible.  

We always start with a personal relationship. In fact, we only work with our friends, and only if we can be of assistance. We always communicate with you and we are easy to get a hold of when you need us. We take a team approach, to help ensure our proficiency. You can expect we have experience in our services and work to be very good at them. Our new friends and clients come from our old ones through referrals.  

About Us

MISSION

 HELP OUR CLIENTS ANSWER TWO QUESTIONS. WHAT DO YOU WANT TO HAPPEN WHEN YOU RETIRE? WHAT DO YOU WANT TO HAPPEN WHEN YOU DIE? 

VISION

TO HELP CREATE LIFE-CHANGING POSITIVE OUTCOMES FOR OUR CLIENTS. WE WANT OUR COMMUNITY TO SEE US AS A LEADING FINANCIAL SERVICES FIRM. 

PHILOSOPHY

WE ARE STRONGER TOGETHER. WE ALIGN OURSELVES WITH THOSE OF SIMILAR VALUES - FAMILY, FAITH, SERVICE TO OTHERS,  EXCELLENCE AT WORK, AND ETHICS. WE PUT TECHNOLOGY TO WORK FOR OUR CLIENTS AND OURSELVES. 

Our Typical Partner

Who We Most Frequently Work With

  

Who is the ideal partner for the Carlson Financial Group – ?

We like to ask – what do you want to have when you retire, and what to you want to happen when you pass on. Therefore the decisions we make can have lasting impacts on our partnerships, over many years. We help convert a life time of hard work into a life full of memories.

There are only two ways to become a client:

1. If there is some way we can be of assistance

2. If we can have a good working relationship - we only work with our friends

That means we enjoy seeing our partners in social situations where it isn’t all about work. We enjoy life and want our partners to be positive minded people who appreciate loyalty and relationships. 

We specialize in partnering with married couples between the ages of 45-70 who treat others the way they themselves wish to be treated, having a bachelor’s degree or higher who earn $150k per year in income from owning a closely held business or are a C – suite level employee at their company. Our partners come to us with any where between $250k-$5mil in investable assets and a moderate level of understanding about financial products and insurance. They generally prefer discussing strategies and then relying on the advisor’s advice. They are open to being coached. Partners should want tax smart, well diversified** asset growth with protection that transitions into income and protection. 

When people first come to us they generally are stressed about something. It might have to do with too much riding on the future sale of the business, tax burdens, overwhelmed by choices, have received poor advice in the past, or just poor asset diversification. 

When it comes to staying in touch, our partners prefer to meet in person a minimum of twice a year but don’t mind receiving regular updates or reviewing an account electronically.