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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.
Get ready for a one-of-a-kind, all-inclusive getaway to our nation's capital — and your ticket is waiting.
We're thrilled to announce Carlson Financial’s very first domestic introduction trip: a 3-day VIP experience in Washington, D.C. — November 2-4, 2025! (Travel, hotel accommodations and meals included!)
From 50-yard line views at the Commanders vs. Seahawks game, to museum-hopping, a scenic Potomac River cruise, and a Michelin-starred dinner at Fiola, this weekend is packed with unforgettable moments. And we’re covering it all — travel, hotel, and experiences included. (November 1st and 5th will be travel days so mark your calendars accordingly!)
But here’s the catch: time is short and space is limited.
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.
- Be a fully onboarded client with Carlson Financial
- Make three qualified introductions* that become clients by Sept. 15, 2025.
*Introduction must be someone with $400,000 in investable assets or on track to have within five years - You’re in!
Because people like you are the reason we continue to grow. You know the value of real planning and trusted advice — and when you share that with others, we want to reward you in a way that’s unforgettable.
So whether it's a family member, colleague, or friend who's ready for true retirement planning — now is the time to make the introduction.
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.