Carlson Financial is a retirement planning and wealth management firm serving the pre-retirees and retirees of all of Northeast Kansas, Virginia Beach, Richmond and Colorado Springs. Carl Carlson, CEO & Founder of Carlson Financial has dedicated his entire life to the financial services industry and started the business in 2012. He strives to offer clients the most advanced products and strategies available. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.
Carlson Financial FAQ
What are your Wine & Wisdom Events?
Carlson Financial began hosting these events when Carl noticed we would invite prospective clients to an informational seminar, buy them a nice dinner, they would come in for a couple appointments, become a client and then we never gave them a nice meal again. At Carlson Financial, we consider our clients family and that means treating them like family! Beyond providing dinner (and drinks!), our Wine & Wisdoms give us the opportunity to spend some quality time with our clients, meet their guests, and socialize outside of the office. We look forward to each and every one of them!
What can you expect at each Wine& Wisdom event?
Dinner and Drinks are on us! - Education Presentation from CEO& Founder Carl Carlson - Something fun and entertaining!
When are your Wine& Wisdom events?
We hold these events once a month - check our website for the next one in Colorado Springs!