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Better together.
Carlson Financial wouldn't be where we are today without the trust and support of our valued clients. We don't take the responsibility lightly.
When you introduce us to others who could benefit from what we do, you join an exclusive group of clients known as the Carlson Club.
Experience Italy with Carlson Club!
In 2026, a select group of Carlson Club members will embark on our first international experience — an unforgettable journey through Italy. From historic cities and world-class cuisine to breathtaking landscapes and rich culture, this exclusive trip is designed to reward the clients who make the greatest impact on our growing community.
This experience is more than a vacation — it’s a celebration of relationships, trust, and the introductions that help more families achieve financial confidence.
Make an impact. Create memories. Experience Italy.
If you’ve been thinking of introducing someone to Carlson Financial, now is the time. This exclusive trip is a "thank you" to clients who help us grow by introducing great people to our firm.
Don't miss your chance! The countdown is on.
More information to follow. But if you've got questions, please send them to Emily@CarlsonFinancial.com!
Trip qualifications, details, and itinerary are subject to change at any time. Carlson Financial reserves the right to modify or cancel participation at its sole discretion. All attendees will be required to sign proper documentation prior to confirmation.
How Does It Work?
Provide us with a name and contact information of a friend, family member or co-worker who may be in need of our services.
We will reach out and introduce ourselves!
Once we meet with your referral, you’re in the Carlson Club.
It’s that easy!
For every year you make at least one introduction, you’ll continue to be a member. We aren’t asking for a guarantee or for you to “sell” our services. We are simply asking for an introduction.
Were you introduced to us by a client of Carlson Financial?
That's great!
Simply fill out the form below, and we'll reach out to you ASAP!
Join the Club.
Just provide us with some information below so we can reach out and see if we can help.