About Us

D.D. Carlson Financial Group, Inc. specializes in the Advanced Pension Design and Administration for small businesses (under 50 participants). We are experts in qualified and non-qualified (deferred compensation) employee benefit programs. Our primary clients are small businesses, many of which are professional service providers. We can service all of your Profit Sharing, Defined Benefit (including 412i), 401(k), New Comparability and Combination Plan needs.