Retirement

As a true financial brokerage, Olson is not limited to selling for only one company. We work with a multitude of financial partners to ensure that each client will have their own tailored plan to best suit their individual needs.

So what products does Olson offer?

Retirement

There is an old saying, “pay yourself first”. You work hard to keep yourself and your family comfortable, but too often people do not properly account for their financial needs after they retire. Let us offer you our professional advice on all of your retirement needs including:

• Annuities (Qualified and Non-Qualified)
• IRA's
• Tax Sheltered Annuity Programs including (401(k)s, 403(b)s, etc.
• Complete Stock Brokerage Services (Mutual Funds, Stocks and Bonds)

Investment Vehicles

Everyone's risk tolerance is different. We make sure to get to know each client and offer a vast array of investment vehicles for each level of risk endurance. With the market volatility heightened in recent years, we have partnered with companies with strong fixed accounts with interest rates paying far more than your money will get sitting in a bank. You never know how much harder your money could be working for you until you come in and sit with one of our registered investment professionals.

Individual Insurance

It is something most people don't like to think about, but what would happen to the ones you love if you are no longer able to support them? At Olson, we are here to help you get a plan in place and offer you a sound financial future.

• Life Insurance
• Long Term Disability
• Long Term Care

Our Partners

Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting our business. These firms also strengthen our relationship with you by providing the resources we need to better serve you. We think it’s important for you to know who these partners are and why we have chosen to work with them.

Our Broker-Dealer: Cetera Advisor Networks

Now that we have gone over some of the basics, allow us to introduce you to our Broker-Dealer. We are affiliated with Cetera Advisor Networks, one of the premier broker-dealers in the industry. As our broker-dealer, they are responsible for executing trades on your behalf. Like all broker-dealers, they must undergo regular auditing, and are required to meet specific net capital requirements to ensure it can meet its obligations to investors like you.

But their support for our relationship goes well beyond its function as trade executor. Our affiliation means that we am not held to a sales quota or tied to selling only proprietary products. We have the independence and freedom to recommend the financial solutions that best suit your needs, ensuring your objectives are what drive all decisions, while Cetera Advisor Networks’ network of people and resources help us pursue your unique goals and vision for the future.

Their Parent Company: Cetera Financial Group

As the second largest independent financial advisor network in the nation by number of advisors and a leading provider of investment programs to financial institutions, Cetera Financial Group provides award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, and innovative technology to its family of broker-dealer firms nationwide.

Through those firms, Cetera Financial Group offers the stability of a large and well-capitalized broker-dealer and registered investment adviser, while serving independent and institutions-based financial advisors in a way that is customized to their individual needs. Cetera Financial Group is committed to helping advisors grow their businesses and strengthen their relationships with their investor clients. All of Cetera Financial Group’s broker-dealer firms are members of FINRA/SIPC.

Our Custodian: Pershing

While Cetera Advisor Networks helps supervise and facilitate the trading for your investments, those assets are held by Pershing LLC.

Pershing LLC is a subsidiary of The Bank of New York Mellon Corporation, the nation’s oldest continuously operating bank, and one of the world’s leading providers of securities services. Pershing custodies brokerage accounts for Cetera Advisor Networks, including brokerage accounts with IRAs, and provides related administrative services, including settlement of purchases, tax and account record keeping, monthly statements, confidentiality and data integration.

Like Cetera Advisor Networks, Pershing must meet certain net capital requirements, and is subject to regular audits, both internally and by independent firms, to ensure the appropriate handling, segregation and protection of investors’ assets.

Our Most Important Connection: With You

While the firms behind me play important roles in our day-to-day servicing of your needs, the most important relationship we have is undoubtedly with you. We work with these firms to make it easier for us to work for you. Anytime you would like more information about the above firms, please do not hesitate to ask. We want you to feel confident that you understand, to your satisfaction, how we work with and through these firms, why we have chosen to work with Cetera Advisor Networks, and the absolute priority both Cetera Advisor Networks and we place on our relationship with you.