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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

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 »

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 »