Broker Check

Retirement

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 that each client will have their own tailored plan to best suit their individual needs.

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 including Roths
  • Tax Sheltered Annuity Programs including (401(k)s, 403(b)s, etc.
  • Complete Stock Brokerage Services (Mutual Funds, Stocks and Bonds)


Investments & Market Exposure

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.


Risk Management & 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.

  • Term Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Long Term Disability
  • Long Term Care


Being properly insured is an essential component to your wealth management portfolio. Come in and meet with us for a complete portfolio review. 


Our Partners

Our independent business model brokered through Cetera Advisor Networks 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 diverse teams from a variety of companies standing behind us supporting our business. These firms help strengthen our relationship with you by providing the resources we need to better serve you.