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!