How does the advisor help clients – Key Takeaways:
OLSON TAX & FINANCIAL PLANNING, established in 2005, is a leading financial advisory firm dedicated to helping clients achieve their financial goals through personalized, expert advice and guidance. The team at OLSON TAX & FINANCIAL PLANNING consists of highly qualified and experienced financial professionals who act as trusted partners for their clients in managing their assets and planning for the future.
Facts and Insights
OLSON TAX & FINANCIAL PLANNING operates with a client-centered approach, always putting the best interests of the clients first. The firm believes in building long-term relationships with clients based on trust, transparency, and open communication.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $150 million | 5 | 16 years |
Financial Services Offered
- Investment Management
- Tax Planning and Preparation
- Retirement Planning
- Estate Planning
- Insurance Planning
- Educational Planning
- Business Planning
- Wealth Management
Client Types
OLSON TAX & FINANCIAL PLANNING serves a diverse client base, including high-net-worth individuals, families, business owners, and professionals. The firm also offers specialized services for women, young professionals, and retirees.
Fees & Compensation
OLSON TAX & FINANCIAL PLANNING operates on a fee-only basis, which means the firm does not receive any commissions or compensation from third parties for recommending investment products. This ensures that the team is always acting in the best interests of their clients and eliminates any potential conflicts of interest.
Background
The founder and CEO of OLSON TAX & FINANCIAL PLANNING, John Olson, has over 25 years of experience in the financial industry and holds multiple certifications, including Certified Financial Planner (CFP®) and Certified Public Accountant (CPA). The entire team at OLSON TAX & FINANCIAL PLANNING is highly qualified and continuously undergoes training and education to stay up-to-date with the latest financial trends and strategies.
Financial Advisor Disclosures to Know
OLSON TAX & FINANCIAL PLANNING maintains a clean record, with no disciplinary actions or legal proceedings against the firm or its advisors. The team remains committed to integrity and ethical standards in all aspects of their practice.