Introductions - Carlson Financial

Better together.

Carlson Financial is built on the confidence and partnership of our clients. It’s a responsibility we embrace with purpose every day.

When you introduce us to someone who could benefit from what we do, you join the Carlson Club—an exclusive community of clients who are committed to making an impact in the lives of others.

How Does It Work?

Provide us with a name and contact information of someone whose financial lives we could make an impact on.
We will reach out and introduce ourselves!
Once we meet with your introduction, you’re in the Carlson Club. It’s that easy!

Perks of the Carlson Club

VIP Cocktail Hour: A special cocktail hour before our State of the Economy and Christmas events, offering a relaxed and sophisticated setting to connect with fellow Carlson Club members.
Carlson Club Swag: Exclusive Carlson Club merchandise as a symbol of your valued membership.
Travel Opportunities: Through your introductions each year, you’ll have the opportunity to qualify for these incredible destination trips as our way of thanking you for the impact you are making on others financial lives.

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.

Make Your Introduction!

We’re looking for people who are ready to make an impact—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 an advisor to help them reach financial freedom

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 meeting.

Join the Club Today!

Explore extraordinary destinations with Carlson Club.

Next up Italy!

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.

Click here to learn more about our trips!

If you’ve been thinking of introducing someone to Carlson Financial, now is the time. These exclusive trips are a celebration of the relationship & impact we are making.

How to Qualify:

Be a fully onboarded client with Carlson Financial
Make two qualified introductions that become clients during the qualified period to earn a spot on the Domestic Trip.
Make three qualified introductions* that become clients during the qualification period to earn a spot on the International Trip.
*Introduction must be someone with $400,000 in investable assets or on track to have within five years
You’re in!

Why Are We Doing This?

We believe the greatest impact we can make is helping more people experience clarity and confidence in their financial lives.

People like you make that possible. You understand the value of intentional planning and when you introduce others to that opportunity, you help create meaningful change.

As a way to recognize those who are making an impact alongside us, we’ve created experiences that are just as meaningful.

So, whether it’s a family member, colleague, or friend who’s ready for a different financial future—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 Tara@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.

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.