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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

Semi-Annual State of the Economy Wine & Wisdom

January 10, 2018 | No Comments

We look forward to having many of you join us! We especially encourage you to bring a referral to this grand event! Read more »

Richmond Wine & Wisdom Christmas 2017

December 28, 2017 | No Comments

Carl Loves Christmas and we hope you did too! It was great to have so many of you join us in two suites at the University of Richmond basketball game! Take a look at all the photos below and don’t Read more »

Wine & Wisdom Kansas Christmas Photos

December 21, 2017 | No Comments

We hope you had an EPIC experience at our Wine & Wisdom Christmas event. We are thrilled to share all the photos with you. From the great shots with Santa on the plane, to the beautiful ice sculpture at the Read more »

Wine & Wisdom Christmas Richmond 2017

November 22, 2017 | No Comments

We are thrilled to have you all join us! Bring another couple with you whom might be a good fit with our company! Our event will be Tuesday, December 19th at the Robins Center at the University of Richmond at Read more »

Snakes, Owls & Gators Headline Wine & Wisdom November

November 20, 2017 | No Comments

Thank you all for joining us at the Wine & Wisdom at Robins Nature Center.  We hope you had a wonderful time learning about taxes and seeing all the animals! Enjoy the photos below.  Wine & Wisdom December is taking Read more »

Casino Photos from City Hall

November 1, 2017 | No Comments

Wine, Wisdom & Craps provided the excitement for the evening! We had a great time hosting everyone and look forward to this coming month’s event on Friday, November 17th! Be sure to RSVP if you can join us at the Read more »

Wine & Wisdom November 17th Robins Nature Center

November 1, 2017 | No Comments

We look forward to having you all join us for a wonderful evening at the Robins Nature Center.  Please RSVP by calling 844-CARLSON (844-227-5766) or by sending an email to  Please note the 6:30 start time for this event! Read more »

Carlson Financial Joins Westboro Mart Plaza Glow November 3rd

October 18, 2017 | No Comments

You’re Invited! We invite you to join us for Westboro Mart’s annual holiday celebration, Plaza Glow! This event will feature local businesses turning their Christmas lights on, free horse carriage rides, pictures with Santa, open houses and more!

When? Friday, November Read more »

Wine & Wisdom Kansas Pictures

September 1, 2017 | No Comments

The Brownstone served as an excellent venue for our Semi-Annual State of The Economy.  We hope you all had a wonderful time.   Don’t forget to join us for our Grand Opening of our new office on September 14th. The Read more »

Kansas Grand Opening September 14th

August 29, 2017 | No Comments

On Thursday, September 14th from 4:00 to 6:00 PM we will hold our grand opening at our new Topeka, Kansas office. We’d love for you all to stop by. The Topeka Chamber of Commerce and WIBW-TV will be there to Read more »