Carlson Financial is a retirement planning and wealth management firm serving the pre-retirees and retirees of Topeka, Kansas City, and all of Northeast, Kansas, as well as retirees and pre-retirees in Richmond, VA. Carl Carlson, the founder of Carlson Financial has dedicated his entire life to the financial services industry and started Carlson Financial in 2007 where he strives to offer clients’ the most advanced products and strategies available. Carlson Financial operates by nurturing and instilling trustworthy relationships with every client while helping them to and through retirement. To learn more about Carlson Financial, please attend one of our complimentary events which you can find a schedule for on our website of CarlsonFinancial.com .
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Federal Trade Commission 600 Pennsylvania Avenue, NW Washington, DC 20580 (877) 382-4357 (202) 326-2222 external website
US Small Business Association: Office of the Inspector General 409 3rd St, SW Washington, DC 20416 (800) 827-5722 external website
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1. Don’t pick a firm "out of a hat."
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If you have any further doubts about the company—or if the purchase is very large—check with state consumer protection agencies or consider purchasing a background check on the business owners and/or principals.