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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

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 »

Carlson Financial Wine & Wisdom at TPAC

May 19, 2017 | No Comments

The Topeka Performing Arts Center provided an excellent backdrop for our Wine & Wisdom event with all of you wonderful folks.  We hope Read more »

Wine & Wisdom May 20th Richmond Squirrels!

April 20, 2017 | No Comments

We are so excited to release the full details of our next Wine & Wisdom event in Richmond! May 20th at 4:30 PM we invite you all to join us at the Richmond Squirrels game for a night filled with Read more »

Maymont Mansion Wine & Wisdom Photos

April 12, 2017 | No Comments

It was another packed house at the Maymont Mansion in downtown Richmond this past weekend.  Carriage rides to the grand finale of the mansion tour, we strive to exceed every expectation at our events.  Wine & Wisdom events are a Read more »

Photos from The Dominion Club Wine & Wisdom!

March 28, 2017 | No Comments

Every event we do is so humbling to have such a great group of people joining us! We had a wonderful time hosting everyone for our Wine & Wisdom event at The Dominion Club and we hope your experience was Read more »

Carl Joins NBC 12 to discuss Financial Planning

March 10, 2017 | No Comments

Reports show that nearly 1/3rd of all people in America do not have a financial plan.  A far greater number are not using the one they have.  Carl Carlson quickly explains some keys to the importance of financial planning Read more »

Wine & Wisdom Comes To The Dominion Club

March 9, 2017 | No Comments

We are excited to have another wonderful Wine & Wisdom event here in the month of March at the Dominion Club in Glen Allen, Virginia.  March 24th is the date and we expect a completely full house.  Want to remind Read more »