Carlson Financial

Carlson Financial is a retirement planning and wealth management firm. Currently serving retirees and pre-retirees in Northeast Kansas, Richmond, VA, Virginia Beach, VA and Colorado Springs, CO. For more information, call 844-CARLSON (844-2275766)

Carlson Financial is a retirement planning and wealth management firm serving the pre-retirees and retirees of Topeka, Kansas City, and all of Northeast, Kansas, as well as retirees and pre-retirees in Richmond, VA. Carl Carlson, the founder of Carlson Financial has dedicated his entire life to the financial services industry and started Carlson Financial in 2007 where he strives to offer clients’ the most advanced products and strategies available. Carlson Financial operates by nurturing and instilling trustworthy relationships with every client while helping them to and through retirement. To learn more about Carlson Financial, please attend one of our complimentary events or give us a call today at 844-CARLSON, that's 844-227-5766

Unfortunately due to snow our Colorado Springs office will be closed on February 7, 2020. Our other offices will remain open so please call 844-CARLSON with any questions or concerns you may have. Thank you and please stay safe Colorado!

Our friend Danni Boatwright is on this season of Survivor #winnersatwar and could not be more excited! #CBS #premiere #party

COLORADO SPRINGS Roaring 20's Wine & Wisdom State Of The Economy

COLORADO SPRINGS Roaring 20's Wine & Wisdom State Of The Economy

TOPEKA Roaring 20's Wine & Wisdom State of The Economy

TOPEKA Roaring 20's Wine & Wisdom State of The Economy

TOPEKA Roaring 20's Wine & Wisdom State of The Economy

TOPEKA Roaring 20's Wine & Wisdom State of The Economy

The Better Side of Retirement Planning

How about those #Chiefs! So excited to have our friend Danni Boatwright featured in our new commercial decked out in her #Chiefs jersey that she will also be wearing on #Survivor this season! #winnersatwar

Tonight at our #WineandWisdom a few of our clients came ready to support their Kansas City Chiefs and excited for #SuperBowlSunday!!! #GoChiefs #Miami

[01/28/20]   Market drops by roughly 1.5% most likely due to the coronavirus. This is likely to be short lived and thus pose a possible buying opportunity. I would take advantage of that.
- Carl Carlson, CEO & Founder
1/27/2020

The Better Side of Retirement Planning

Did you know that a recent study found that a 65 year old couple will spend around $285k in retirement on healthcare expenses! What does Carl Carlson say you should do to prepare? #retirement #healthcare #medicare #HSA #financialplanning #investing #finance WIBW WIBW Chris Fisher

Thank You Thursday... Our team member Sheryl Carter who has only been with us since November has made a big impact on not only us but the community! After the holidays we had some food left over and she suggested that we donate it to Feed More in Richmond!

Feed More works throughout Central Virginia to feed families who might not have the means to put a meal on the table. 1 in 8 Central Virginians is food insecure, meaning that more than 193,000 of our neighbors are not receiving the necessary nutrition. Of that, more than 47,000 children, or 1 in 7, in Central Virginia do not know when or from where they will receive their next meal. They also provide children with backpacks over the weekends that are filled with food so they have meals and snacks to eat before they return to school on Monday morning.

Sheryl shared with us these pictures from Christmas spending time with her precious cat Zachary who is 15 and then her sassy sister Sherry along with her daughters. We love seeing you enjoy your time with family and 4 legged friends away from the office! 🙂

“If God brings you to it, He will bring you through it.” - Sheryl Carter

Unfortunately due to severe weather our Topeka office will be closed on January 17, 2020. Our other offices will remain open so please call 844-CARLSON with any questions or concerns you may have. Thank you and please stay safe NE Kansas!

The Better Side of Retirement Planning

How much higher can they go? The stock market has been on fire! What does Carl Carlson think about the future market? Carl has a date to pay attention to but before then, you should #chillax! #VirginiaBeach #Advisor #Investments #Retirement

The Better Side of Retirement Planning

Are you ready for the changes in 2020 coming from the Secure Act? NBC12 financial expert Carl Carlson covers everything from the required minimum distribution changes to non-spouse IRA inheritance! #financialplanning #investing #retirement #advisor #richmond #virginia

The Better Side of Retirement Planning

This is what retirement should look like... Doing things you have always wanted to do! #retirement #investing #travel

From all of us at Carlson Financial, we wish you a very happy and healthy new year!!! #VirginiaBeach #Richmond #Topeka #ColoradoSprings

The gifts have been opened, the season is the reason, and we couldn’t be more thankful for everyone we work with to put to and through retirement. May everyone have a very Merry Christmas with family and friends! 🎅🏻🎄🎁

End Of The Year

Our advisor Anna Carlson in #ColoradoSprings takes us through a few key things to look at before the end of the year! #retirement #investments

Holiday Spending 2019

Can you control your holiday spending or need to #HoHoHoldOn as Carl Carlson likes to say? The average spending is $1679 on Christmas! #MerryChristmas #PersonalFinance #KKTV

Carlson Financial's cover photo

End Of Year Tax Saving Tips

Check out our segment that aired on NBC12 in #Richmond covering some end of year tax saving tips! #financialexpert #retirement #savings

Carlson Financial's cover photo

Behind the scenes at #KKTV for the #LIVE shot on 11 News at 9!

We love getting emails like this from our clients. Thank you!

Start 'em young!

CARL LOVES CHRISTMAS! RSVP at CarlsonFinancial.com TODAY!

Carl Carlson our CEO and Founder shoots off the cannon at the American Revolution Museum Wine & Wisdom! #financialadvisor #investing #boom #joinus #thankyou

Should you invest in value stocks? Carl Carlson our CEO & Founder joins WWBT NBC12 to talk value vs. growth stocks! #Richmond #Virginia #StockMarket #Investing

Refinancing Your Mortgage

We are excited to announce that we have partnered with KKTV 11 News in Colorado Springs as the financial expert! Our CEO & Founder Carl Carlson, was live taking about starting the company and refinancing your mortgage!

Carlson Financial Focus - Travel Insurance

Traveling this summer? Should you buy travel insurance? In this #FinancialFocus segment we will help you answer that question! #CarlsonFinancial #Travel #Insurance #PersonalFinance

COLORADO: Refer a Friend!
Invite a friend, coworker, or couple to join you at Biaggi's May 22nd, 23rd, or 24th at 6:30 p.m. to hear Carl explain why and how Carlson Financial does things differently! Call 844-CARLSON (844-227-5766) today to sign up!

Richmond: Refer a Friend!

And that’s a wrap on filming today’s live segment at NBC12! Tune in every Tuesday to watch Carl and Heather Sullivan discuss today’s pertinent financial topics!

TOPEKA: Do you know someone who may be interested in what Carlson Financial has to offer?

Invite them to join you at Topeka Civic Theatre for an informational presentation* followed by free dinner and a showing of Lin Manuel Miranda's "In the Heights."

Call 844-CARLSON (844-227-5766) for more details today!

*These events are intended for clients bringing guests and first-time attendees only. It is not a Wine & Wisdom event. Thank you for your understanding.

Topeka Game Night Wine & Wisdom

Topeka, KS USA - March 09, 2019: Carlson Financial @ Norsemen Brewing Company

Thanks so much to everyone who came out to the Norsemen Brewing Company for our Game Night Wine & Wisdom. We hope you can join us in April for our epic Easter Egg Hunt Wine & Wisdom! RSVP today!

Carl and Scott are live on the Red Couch with Ralph Hipp at WIBW! Tune in to Channel 13 NOW!

KOAA 5

What's your plan for retirement?

It is never too early to make a plan of self reliance. The government won't always be there for you.

Like a fine wine, he only gets better with age. Please help us wish Carl a Happy Birthday!

NBC12

As the government reopens, federal workers will be getting one big paycheck. Here's how they get back on track financially >> http://bit.ly/2HDHJry

koaa.com

Financial Focus: Tax reform and paying off your mortgage

koaa.com Carl Carlson, CEO of Carlson Financial, explains how recent tax reform has changed itemized deductions for mortgage interests for some homeowners.

Richmond Spiders Men's Basketball

Get 🆙
It’s Gameday.
#OneRichmond

KOAA 5

Carl Carlson, CEO of Carlson Financial says it's time to start thinking about what to do with big gains you've made in this current bull market.

🕷 🏀 Join Carlson Financial in cheering on the Richmond Spiders!

📺 Tune in to ESPN+ or MASN2 to catch the game LIVE now!

Get 🆙
It's Gameday.
#OneRichmond

Stock Market Stressing You Out?!

Are you nearing or in retirement?

Is the Stock Market stressing you out?!

Call 844-CARLSON (844-227-5766) to register for an evening with Carl Carlson, featured financial resource for NBC12 Richmond, this coming Monday or Tuesday night (January 7th or 8th) at Fleming's Prime Steakhouse and Wine Bar!

These events are intended for first time attendees and those nearing or in retirement. We appreciate your understanding.

This is one Wine & Wisdom you WON'T want to miss.

Hear Carl's thoughts and insights about the current State of the Economy. Where has it been? Where do we think it's going? How will your Plan be affected?

RSVP for you and your guests by calling 844-CARLSON (844-227-5766) or emailing [email protected] today!

Happy New Year from all of us at Carlson Financial!

Our Story

Carlson Financial is a retirement planning and wealth management firm serving the pre-retirees and retirees of Topeka, KS, Colorado Springs, CO, Richmond, VA, and Virginia Beach, VA. Carl Carlson, the founder of Carlson Financial has dedicated his entire life to the financial services industry and started Carlson Financial in 2012. The team at Carlson Financial strives to offer clients’ the most advanced products and strategies available. Carlson Financial operates by nurturing and instilling trustworthy relationships with every client while helping them to and through retirement. To learn more about Carlson Financial, please attend one of our complimentary events or give us a call today at 844-CARLSON, that's 844-227-5766.

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Videos (show all)

The Better Side of Retirement Planning
The Better Side of Retirement Planning
The Better Side of Retirement Planning
The Better Side of Retirement Planning
The Better Side of Retirement Planning
End Of The Year
Holiday Spending 2019
End Of Year Tax Saving Tips

Location

Telephone

Address


5207 Hickory Park Drive, Suite E
Glen Allen, VA
23059

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 18:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
Saturday 09:00 - 17:00
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