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Legacy Planning

The choices you make today shape the legacy you leave behind tomorrow.

Whether it's providing for your loved ones, supporting causes that are close to your heart, or simply leaving a lasting impact on the world, strategic financial planning helps you pursue your legacy goals while securing your own financial future.

Our History

Our History

Olson Financial Services is a multi-generational financial advising firm that has been serving the greater Tallahassee region since 1960.

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Our Clients

Our Clients

From teachers to entrepreneurs, we help individuals, families, and business owners of all income ranges find confidence with their financial future.

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Our Process

Our Process

Everyone's financial goals are different. We take the time to get to know you and your visions for your future.  From there we create strategies that are tailored to your needs and goals.

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Services

Guaranteed Income

A major retirement fear is running out of cash too soon. Locking in a steady stream of guaranteed income can help curb any financial shortfalls that may arise in your later years.

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Retirement

Developing a solid retirement strategy not only ensures financial security during your golden years but also allows you to leave a lasting legacy. Understanding how retirement accounts are taxed and scheduling contributions and distributions efficiently requires careful planning and strategy.

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Investments

Olson Financial is an independent brokerage, meaning we are not tied to one particular company or product line.  We work with a multitude of financial partners to ensure each client has their own tailored plan to best suit their individual needs.

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Estate Planning

Estate planning is for everyone.  Regardless of your age, income or assets, having an estate plan ensures your wishes are carried out, your assets are protected, and your loved ones are taken care of. 

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Tax Strategy

Contributing and distributing from retirement accounts requires tax strategy. We work cohesively with our clients' CPAs and accountants to maximize tax efficiency in our financial plans. 

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Risk Management

A sound insurance strategy can help protect your family from the financial consequences of unexpected life events and market downturns.

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