Our Services

Individual Services

Insurance

• Life
• Long Term Disability
• Long Term Care

Retirement/Investments

• Complete Stock Brokerage Services (Stocks, Bonds and Mutual Funds)
• Tax Sheltered Annuity Programs
• State of Florida Deferred Compensation Rollover
• Annuities (Qualified and Non-Qualified)
• IRA's

Social Security

• Determine your Primary Insurance Amount
• Analyze your current and foreseen financial needs
• Compare ages at which to take benefits

Please contact Scott Olson at solson@olsonfinancial.com for further details!

Group Services (Employee Benefits)

Insurance

• Health
• Life
• Dental
• Vision
• Short and Long Term Disability
• Accidental Death & Dismemberment

Employer/Employee Retirement

• 401(k) Pension and Profit Sharing Plans
• Simplified Employee Pension (SEP)
• Simple IRA's

Please contact Kelley Olson at kolson@olsonfinancial.com or Joe Ciesla at jciesla@olsonfinancial.com for further details!