Carlson Financial

Carlson Financial is a financial planner in Topeka, KS. The firm specializes in retirement planning for individuals and families age 50 and older, with a focus on building wealth, minimizing taxes, and leaving a legacy. Services include income planning, investment planning, insurance planning, income tax planning, and inheritance planning. The firm operates under a fiduciary standard, meaning advisors are obligated to put client interests first. Carlson Financial holds a rating of 4.20 based on customer reviews.

The company was founded by Carl Carlson in 2012 after he spent more than 25 years in the financial industry, including 10 years in wealth management and insurance. Carlson graduated summa cum laude with a bachelor's degree in finance from the University of Houston. He launched the firm to provide a transparent alternative to larger wealth management firms. The planning process is built around the EPIC5i method, which addresses specific retirement concerns such as Social Security timing and maximization, pension maximization, and the addition of guaranteed income. Investment planning focuses on crafting portfolios that provide a stream of income, reduce risk, and improve returns. The firm also offers free retirement reviews and hosts events such as holiday parties and trips.

The Topeka office is located at 1201 SW Oakley Ave. It sits about a quarter-mile from Washburn Park and Collins Parkway. The office is also near Southwest 12th Street, which is roughly a fifth of a mile away.

Carlson Financial is known for its fiduciary approach and its specific focus on retirement income strategies for clients over 50. The firm maintains a positive reputation among local customers who have reviewed its services.

Carlson Financial provides specialized retirement planning in Topeka, combining fiduciary advice with detailed income and investment strategies for older clients.