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Click Here For A Complimentary ConsultationServing All of Northeast KansasIs Your Financial House In Order?

Click Here For A Complimentary Consultation

The Better Side of Retirement Planning.

Serving All of Northeast Kansas

We specialize in pre-retirees and retirees seeing them into and beyond retirement.

Is Your Financial House In Order?

Learn more about how to position your hard-earned assets to take the stress out of your retirement.

Latest Posts

Richmond and Topeka Wine & Wisdom Event Info

August 1, 2017 | No Comments

Kansas Details

Our semi-annual State Of The Economy Address will be the wisdom topic. We look forward to having you all join us! RSVP by calling 844-CARLSON (844-227-5766) or email

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Virginia War Memorial Photos July 21st!

July 25, 2017 | No Comments

Thank you all for joining us on July 21st at the Virginia War Memorial. See the fun photos from the night below. The location serves as a somber reminder of how over 12,000 Virginian’s have given their life in wars Read more »

Wine & Wisdom Photos Science Museum of Virginia

July 12, 2017 | No Comments

Thank you all for joining us at the Science Museum of Virginia. We look forward to seeing everyone again soon. Our next event is Friday, July 21st at the Virginia War Memorial.  RSVP by calling us at 844-CARLSON (844-227-5766) or Read more »

Virginia War Memorial Plays Host To Wine & Wisdom July 21st

July 5, 2017 | No Comments

We are looking forward to hosting this month’s Wine & Wisdom at the Virginia War Memorial. We are humbled to be able to honor the brave Virginia men and women who sacrificed their lives in pursuit of our freedom; from Read more »

Kansas Office to Open July 3rd!

June 30, 2017 | No Comments

1201 SW Oakley will open July 3rd! Crews have been working extremely hard to get the building ready.  We are excited to welcome everyone to our new building we have purchased.  Details will come soon on the exact date of Read more »

New Kansas Building Update!

June 23, 2017 | No Comments

We are in full swing with renovations at the new office in Kansas located at 1201 SW Oakley in Topeka.  We are so excited to move into our permanent space in July! Below you can see the second installment of Read more »

Carlson Financial Adds New Advisor

June 12, 2017 | No Comments

Welcome Scott Rinehart

With growth comes opportunity, it also brings along a need for a larger staff to better serve our clients.  At Carlson Financial we are thrilled to welcome Scott Rinehart to our Kansas office as a Financial Advisor. Scott Read more »

New Kansas Office Construction Starts!

June 7, 2017 | No Comments

Carlson Financial has secured our permanent home and the first week of renovation is under way.  1201 SW Oakley will be our new location in Topeka and we expect to be in the new office in July.  Every week we Read more »

Wine & Wisdom June 30th at the Science Museum of Virginia

June 6, 2017 | No Comments

All of us at Carlson Financial are looking forward to a HUGE evening, literally, at the IMAX Dome inside the Science Museum of Virginia. We invite you to bring a friend or couple who may enjoy the evening and may be Read more »

Carlson Financial Wine & Wisdom Squirrels Photos

May 26, 2017 | No Comments

Such a great experience to meet so many of our clients and guests each month at our Wine & Wisdom events. The Richmond Squirrels served as a great host for our event in May. From the buffet, to the suite, to Read more »