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Mission Statement

At Olson Insurance & Financial Services, we have the client—and only the client—in mind.

It is our mission to get to know and understand each of our clients' needs and long-term goals. We want to help you develop, implement, and monitor a strategy that is designed to address your individual situation.

We understand the financial challenges people face every day-- from managing debt to saving for college to retirement, properly planning your personal financial situation can be overwhelming. Life is unpredictable, but having a sound financial plan in place can make all the difference in the world. Our commitment is to utilize all of our resources to help you reach your goals and put your mind at ease.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing, protecting and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.