Your Financial Future, Rooted in Tradition
Your Trusted Partner in Financial Planning
For three generations, the Carlson family has been dedicated to serving Mansfield's residents. From building a community credit union to delivering personalized investment guidance today, our mission remains unchanged: helping our neighbors secure their financial futures.
We Focus On:
Retirement Planning:
Creating your personalized retirement roadmap, from when to take Social Security to structuring reliable retirement income
Investment Management:
Building and managing your investment portfolio with a disciplined, research-driven approach
College Funding:
Making college more affordable through strategic funding solutions and tax-smart savings plans
Legacy Planning:
Protecting your family's future through estate planning strategies and wealth transfer guidance
Let's Talk About Your Future
Meet with a Carlson Planning advisor and receive our "Mansfield Family Financial Success Kit" – featuring practical checklists to help you make confident decisions about:
​
-
"Where Should My Next Dollar Go?"
-
"What Issues Should I Consider Before I Retire?"
-
"What Important Issues Should I Consider Regarding Changes Made By The SECURE Act 2.0?"
-
"Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?"
-
"What Issues Should I Consider When Creating My Estate Plan?"
Bring your questions – we're here to help guide you through your next financial decisions.
Carlson Planning Company is a registered investment advisor offering advisory services in states where registered or exempted. The information presented is for educational purposes only and does not represent specific investment advice. Past performance does not guarantee future results.
The "Mansfield Family Financial Success Kit" is provided for informational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information may be based on third-party data which may become outdated or otherwise superseded. Working with a financial advisor does not guarantee investment success.