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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

Fiduciary Rule Hits Presidential Chopping Block

February 20, 2017 | No Comments

As many have seen, an executive order has come down to delay and potentially completely cut off the Fiduciary Rule put in place by the Department of Labor.  Carl Carlson joined Heather Sullivan of WWBT NBC Richmond to discuss what Read more »

Wine & Wisdom February Photos

February 19, 2017 | No Comments

Carlson Financial State Of The Economy Richmond Photos

We thank you all so much for joining us at the Bolling Haxall House.  It was a wonderful evening for us and we hope you enjoyed the festivities and wisdom passed out.  Our Read more »

Wine & Wisdom Haxall House February 16th!

January 31, 2017 | No Comments

We look forward to hosting the 2017 Wine & Wisdom at the Haxall House in Downtown Richmond, Virginia.  Just like past presidents who have spoken here, we are confident it will be an entertaining and memorable evening.  There is designated Read more »

Wine & Wisdom January

January 18, 2017 | No Comments

Thank you all so much for joining us for our Wine & Wisdom event at the Independence Golf Club on January 13th. Below are the pictures and we hope you enjoy them.  Our BIG ANNOUNCEMENT for those who weren’t able to Read more »

January Wine & Wisdom Independence Golf Club

January 10, 2017 | No Comments

We look forward to seeing everyone at our January Wine & Wisdom. Watch the video below from Carl as he talks about the event and how he is excited to share our HUGE ANNOUNCEMENT with you all on January 13th Read more »

Post Election Stock Market Soars

November 23, 2016 | No Comments

Carl joined Ralph Hipp on WIBW-TV’s live news program at 4:30 to talk about how the post market reaction has been largely positive and how to position yourself in both high and low tides in the market.


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Carl joins Ralph Hipp of WIBWTV CBS

October 21, 2016 | No Comments

After missing his typical appearance on Ralph Hipp’s 4PM newscast due to a tornado in the WIBW viewing area, Carl rejoined Ralph to take a look at why so many times people are offered a 529 plan for their kids Read more »

NBC12 Richmond Live @ 4 with Carl Carlson!

October 5, 2016 | No Comments

Carl Live @ 4 with Heather Sullivan of NBC12

Carl joined the live newscast to discuss why 529 plans are not generally the best option for those looking to save money for their kids or their grandchildren.  Watch the video below Read more »

Carl Joins Ralph Hipp to talk the election, extended tax filings for October

September 18, 2016 | No Comments

With the election less than 2 months away, Carl weighs in on what he is seeing from the candidates and what it could mean for the markets.  Also, Ralph talks with Carl about what people should be doing if they Read more »

Volatility in the Stock Market – Carl Live on WIBW

September 16, 2016 | No Comments

Carl joins Ralph Hipp Live on the 4pm News

Carl stopped in to WIBW TV to discuss the nature of the markets in September including the high levels of volatility that the market has seen the past 2 weeks.  Watch the Read more »