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.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Second marriages are a trigger event to revisit any existing estate strategies.
Every day, we make hundreds of financial decisions. Some are in-the-moment: Where should I buy my morning coffee? Others...
The pandemic has challenged us to find our inner strength and navigate unpredictable times. Business owners can support employees by fostering their well-being.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A letter of instruction provides additional and more personal information regarding your estate.
Don’t overlook the need for renter’s insurance if you rent your home.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How will you weather the ups and downs of the business cycle?
If you died, what would happen to your email archives, social profiles and online accounts?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Bucket lists don’t have to be for tomorrow.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.