Carlson Financial is a trusted financial advisory firm based in Overland Park, KS, specializing in retirement planning for individuals aged 50 and above. With a team of fiduciary advisors, they prioritize the best interests of their clients, offering transparent fee structures and independent investment recommendations. Their comprehensive services include income planning, investment planning, insurance planning, income tax planning, and inheritance planning, ensuring clients can build wealth, minimize taxes, and leave a lasting legacy.
Founded by CEO Carl Carlson in 2012, Carlson Financial stands out for its commitment to honesty and transparency in an industry often focused on self-interest. Carl, a seasoned financial professional, leads a team of dedicated advisors who prioritize client satisfaction and regularly appear on local TV and radio stations. With a passion for travel and a love for fine wine, Carl brings a personal touch to the firm's services, ensuring clients receive the guidance and support they need to achieve a confident retirement.
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