Celebrating Our 57th Year as a Local Family-owned Business!
Olson Insurance & Financial Services is proud to serve the Greater Tallahassee region for 57 years! Since 1960 we have been committed to providing a comfortable and informative experience as we help clients reach their financial goals. Our staff is educated and registered to provide an array of products for both individuals and employer groups. We pride ourselves on treating each of our clients with the priority they deserve.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Ascertaining the value of your business is important for a variety of reasons.
At what point can you call a personal vehicle commercial?
Why are they made again and again? Making sense of these errors in judgement.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
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 special needs trust helps care for a special needs child when you’re gone.
Here’s a quick guide to checking to see if you have unclaimed money.
Learn about cyber liability insurance in this entertaining video.
Here’s a crash course on saving for college.
Making the most of surprises is a great reason to work with us.
The market is as unpredictable as the weather. We’d love to help you prepare.