Carlson Financial Soutions

Can I afford to retire with my Federal Benefits?

Find out at one of our workshops.

Carlson Financial Solutions’ mission is to provide the families and businesses we serve with strategies and solutions that result in clarity, security, and assist in overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Carlson Financial Solutions. We empower you to navigate today’s complex financial world. We customize solutions to fit your individual and family needs, as well as the needs of your small or large business.
Should you have any questions or would like more information about our firm, please feel free to call us at 888-852-8302.
We look forward to hearing from you.

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Social Security
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Insurance
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The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score. This short, interactive analysis is the first step on the road to retirement.
Get Your Risk Score
Find out today how Carlson Financial Solutions can help you.
Get Started

5 Important Social Security Questions You Should Know

For many retirees, their Social Security benefit forms the foundation of their retirement income plan. In order to make sure you get the most out of your benefit, you should have a solid grasp on this complex matter.

We have put together an informative brochure that helps answer the following questions:

  • What is your Social Security amount?
  • When is the best time to start taking your Social Security benefit?
  • Are there different options if you are married?
  • Does earning additional income while you are on Social Security impact the value of your benefit?
  • Do you pay tax on your Social Security benefit?

Request Today!

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Generational Vault

Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments and other critical documents because they can now all be kept in one place that is easily accessible!

Our Generational Vault is a virtual “safety deposit box” for you to upload important documents and view financial information.

It is comprised of three dynamic components:

  1. A secure portal to pass and store confidential financial documents.
  2. Daily investment and banking values powered by a third-party vendor.
  3. Snapshots of financial assets and expenses for you to view your full financial position, and receive monthly newsletters, market commentaries and meeting alerts.

Generational Vault is available 24/7. It’s as if you have a team of specialists working around the clock, keeping an eye on your accounts!

Contact us today to learn more how Generational Vault can help ensure that you are left with clarity instead of chaos.

Login to the Generational Vault Now!

Join us for an upcoming workshop!

We hold multiple seminars every month on relevant topics such as Social Security, Federal Benefits and more. Provide your information below to be contacted regarding upcoming seminar dates, or visit our Workshop Page to register today!