Olson Financial

Larry Olson, CFP® and Erick Olson, CFP®

Olson Associates is a comprehensive financial services team committed to helping our clients improve their long-term financial success. Our customized process is designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and competence.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at erick@financialmaximiser.com or call us at 770-740-8744. We look forward to setting some time to get together and see how we can be of the best help to your overall financial life.

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Call Now For A Confidential Financial Consultation  770-740-8744

Services

  • Investment Portfolio Management ( Managed Money Solutions)
  • Retirment planning  (IRA'S/Pensions/401k's/403b's)
  • Educational planning  (529's/UGMA/UTMA)
  • Estate planning  (Living Trusts/Charitable Trusts/Irrevocable Trusts)
  • Insurance  (Term/Universal Life/Variable Universal Life)
  • Taxes  (Proactive Tax Planning for Individuals and Small Businesses)

Benefits

  • Independent objective advice
  • Confidential
  • No obligation;No cost for first time to get together
  • Keeping things Simple

 
Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Newsletters

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

More Newsletters →