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Our Services

Independence means access to a much larger field of products and services to meet your needs. Marilyn M. Carlson, as a Financial Professional, offers investment, insurance, and financial services to help you on your path toward reaching important financial life goals.

We chose to be independent to provide the most flexibility and freedom in representing our clients and providing you with access to the broadest range of products in the marketplace. United Planners, our broker-dealer based out of Scottsdale, AZ, is an experienced independent broker/dealer that supports Maple Path Financial with outstanding technology and access to these products for our clients. Learn more about United Planners here.

We have also affiliated with an independent insurance brokerage to locate and screen the best insurance solutions for your risk management needs. IFC National Marketing, based in Fairmont, Minnesota has a long-standing history serving financial professionals and our clients.

Finally, we provide mortgage origination services, working with our clients to find the most appropriate funding solutions for their real estate purchase needs through Cambria Mortgage, an equal opportunity housing lender.

Through these affiliations we offer a wide variety of mutual funds, annuities, college planning accounts, retirement accounts, life insurance, health insurance, final expense insurance, long term care insurance, and mortgage services.

We specialize in helping clients understand their options when approaching a big life event such as college, marriage, birth of a child, divorce, aging or failing parents, job changes, and end-of-life planning.

Contact Marilyn today for a complimentary second opinion on your current accounts, or to schedule a free consultation. (507) 836-8814