Serving Employers
Helping businesses and their teams plan for a secure retirement.
Our Commitment
We’re here to serve our clients with unmatched knowledge, care, and expertise.
At Carlson Quinn, every partnership begins with personalized care. It’s never just about balancing numbers in a report. It’s about understanding the people and goals behind them. By listening first and tailoring our approach, we provide clarity and confidence that your plan is designed for long-term success. While we handle the details with diligence and expertise, you can focus on what matters most: your people and their retirement readiness.
Personal Design. Local Service. National Support.
Carlson Quinn’s local expertise, backed by the national resources of Strongpoint Partners, makes our team uniquely positioned to take on any challenge for any client.
Whether you’re a sole proprietor, such as a dentist, lawyer, or doctor, who needs a solution like a 401(k) or Cash Balance Plan, or an employer in the small business community, we can create a solution tailored for your business and your people, that ensures you’ll minimize your tax liability, maximize your retirement savings, attract and retain your employees, and reduces your risk through creditor protection.
10+
Retirement Consultants
200
Total Plans Administered
350+
Retirement Consultants
28K+
Total Plans Administered
$2.5B+
Assets Under Management
Carlson Quinn’s Local Expertise & Service
$44B+
Assets Under Management
Strongpoint Partners’ National Infrastructure
35+
Avg Design Specialist Tenure
9.5
Average Client Tenure
~1K
New Plan Designs/Year
