About Karlan Tucker

Karlan Tucker has been in the financial services business for 35 years. He has personally conducted over 5,000 interviews with people nearing retirement or in retirement, helping them to live their retirements to their fullest.

He is the CEO and founder of five companies under the Tucker Financial Group Umbrella. The following companies have over $3 billion in assets under advisement.

  • Tucker Advisory Group – National Insurance Marketing Organization
  • Tucker Asset Management – Registered Investment Advisory firm
  • Tucker Financial Services – Denver retail financial services company
  • Tucker College Solutions – College coaching and funding
  • Tucker Trust Realty – Investment Real Estate

Karlan Tucker is a sought-after speaker at industry events such as the Million Dollar Round Table, The Life Insurance Expo, Senior Market Advisor Expo and Insurance News Net Expo. He has personally trained more than 2,000 financial advisors and currently supports 800 advisors representing his company’s products and services in 49 states. He employs 40 staff in five states that enable him to support his companies’ broad offerings to their clientele.

He grew up learning the value of hard work and creative thinking on his parents’ farm in Michigan. Karlan started his first business at age 16, cutting two cords of firewood daily for home consumption in his junior and senior years of high school.

Karlan then continued his education at San Diego Christian University, Harvard University, The Aileron Institute for business studies, Strategic Coach in Toronto, Canada, and The Genius Network in Phoenix, Ariz. He is a prolific reader, having read over 850 books, and currently reads one to two books weekly.

He brings a unique perspective to his clients, offering his experiences in life, business and investing. Karlan has traveled to 27 countries, has owned businesses since he was 16 (having only worked a few times in his early life for other employers). He owns a diversified portfolio of investments and insurance products, such as life insurance, long term care and annuities, as well as precious metals and real estate, providing him firsthand experience owning most everything he recommends to his clients.

More than 10 years ago, Karlan and his wife Angela, along with close friends Mike and Lisa Redick, formed a 501(c)3 that provides community development, education and orphanages in Southeast Asia.


Income is the outcome that matters most in retirement.

– Karlan Tucker