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.

We are looking for folks just like you!

Do you know anyone who is:

  • Retired or close to retirement
  • Losing money in their current investments
  • Concerned about outliving their money
  • Dissatisfied with their current broker or advisor or may be seeking a second opinion
  • Recently divorced or widowed
  • Looking for a retirement-focused advisor
  • Seeking a second opinion on their retirement/investment strategies
  • Confused about Medicare options
  • Needing to make decisions regarding Social Security
  • Concerned about long-term care costs

If so, invite them to fill out the form at the bottom of this page or call (844) 227-5766 to learn more about Carlson Financial and request a complimentary, no-obligation consultation.

How Does It Work?

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    Provide us with a name and contact information of a friend, family member or co-worker who may be in need of our services.

  • referral-bullet

    We will reach out and introduce ourselves!

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    Once we meet with your referral, you’re in the Carlson Club.
    It’s that easy!

For every year you make at least one referral, 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 referred 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.