- Tax PlanningToo often, clients seek the counsel of a financial planner without really understanding what it means to create a comprehensive plan. Many consumers confuse comprehensive financial planning with only investment management, tax planning or estate planning when, in reality, a truly coordinated plan will address each of these issues…and more!
- Charitable Giving
- Tax Services
- Roth IRA
- Income Tax
- Investment ManagementThrough our affiliated companies Olsen Investment Management offers access to a full range of insurance products and services including...
- Mutual FundsObjective Research Through our affiliation with LPL Financial, we are backed by the largest in-house research team of any independent broker/dealer. As one of the leading financial services companies and the largest independent broker/dealer in the nation*, LPL has no proprietary products, investment banking business, or any other conflicts that might get in the way of providing independent, objective and unbiased advice. The breadth of research coverage encompasses mutual funds, separate accounts, exchange traded funds (ETF’s), REITS, annuities, fixed income, alternative investments and sophisticated investment strategies – while focusing singularly on the individual investor.
- Bonds
- Wealth ManagementNext, using our state-of-the-art computer software, our retirement specialists will analyze a client’s current savings and retirement vehicles. We will provide retirement income projections and analysis of their current holdings. If appropriate, we will make recommendations for potential reallocation of assets with the objective of achieving long term financial security through prudent wealth management. Finally, we will consider all other alternatives that may be available to our clients that will assist them in working toward their retirement goals.
- Accounting Services
- Payroll Services
- Financial PlanningToday more than ever, CFP® professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage; “finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task.
- Retirement PlanningArguably, the most important step in the process is thoroughly discussing and analyzing a client’s retirement goals. We find that many individuals have never really considered what it means to be retired. In order to establish a strategy to address a long-term goal it is imperative that the goal be quantified. Many clients find this discussion to be very enlightening and helpful in defining what their financial future may look like.
- AnnuitiesRetirement Planning: Social Security benefits, employer-sponsored plans and personal retirement savings, including investments, IRAs and annuities, typically combine to comprise the retirement income of most Americans. Deciding which retirement choices will serve you best can be daunting, but a well-structured plan can support and enhance your overall investment and tax strategies.
- Long Term CareReview and evaluate insurance needs and existing coverage. The types of coverage to consider include property & casualty, life, disability and long term care insurance. Complete a needs analysis to help determine the appropriate amount of each coverage and then analyze the various types of coverage available to consumers today to ensure an appropriate fit.
- Asset ManagementReview and evaluate current assets and liabilities. Examine the tax structure of assets and determine their appropriateness in the portfolio. Review past performance and build a carefully constructed, individualized asset allocation model for each client.