Carlson Financial specializes in retirement planning for individuals aged 50 and above. They offer services such as income planning, investment planning, and insurance. Their unique selling proposition is being a fiduciary firm, prioritizing clients' interests above their own, with transparent fees and independent investment advice. This approach ensures clients receive unbiased financial guidance tailored to their needs. The company targets those starting, nearing, or already in retirement, aiming to help them build wealth, minimize taxes, and leave a legacy[3].