Over 25 Years Helping People Reach Their Financial Goals
Welcome to our website.
If you`ve come looking for help in planning for your financial freedom, you have come to the right place. We hope you`ll take the time to explore this site to gain better understanding of Olson Financial Services and how we help clients plan for and meet their financial goals.
Money management is not a simple nor easy process. Effective money management involves two important tasks: managing your investments and preserving your wealth. Our goal is to create financial strategies to help you with these tasks while providing an extraordinary amount of personal service.
We invite you to use the Contact tools on the left-hand menu to ask any questions. Let us know, too, if there is any other information you`d like to see on this site.
Thanks for stopping in. We appreciate your visit.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Building Your Legacy
A four-step framework for building a personal legacy.
What does the Tax Reform and Jobs Act mean for you?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Lifestyle considerations in creating your retirement portfolio.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
Assess how many days you'll work to pay your federal tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Smart investors take the time to separate emotion from fact.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
The decision whether to buy or rent a home may have long-term implications.