Carlson & Co Financial Service LLC is a trusted financial advisory firm based in Topeka, KS, specializing in retirement planning for individuals aged 50 and above. With a team of fiduciary advisors, they prioritize the best interests of their clients, offering transparent fee structures and independent investment recommendations. Their comprehensive services include income planning, investment planning, insurance planning, income tax planning, and inheritance planning, ensuring clients can build wealth, minimize taxes, and leave a lasting legacy.
Founded by Carl Carlson, the CEO and Founder, Carlson & Co Financial Service LLC stands out for its commitment to honesty, transparency, and client-centric approach. Carl, who has extensive experience in the financial industry, started the firm in 2012 to provide a better alternative to the big wealth management firms. Alongside his dedicated team, Carl regularly appears on local TV and radio stations, sharing his expertise and speaking at events. With a passion for travel and a love for Cabernet Sauvignon, Carl brings a personal touch to the firm's services, ensuring clients receive the highest level of care and attention.
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