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.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
It may help your business be better prepared in the event of the death of a principal or key employee.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The true cost of raising a child may be far more than you expect.
Five creative (and inexpensive) ideas for motivating your employees.
At what point can you call a personal vehicle commercial?
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Peer-to-peer payment apps are one of the newest ways to send money.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are three things to consider before dipping into retirement savings to pay for college.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here’s a quick guide to checking to see if you have unclaimed money.