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.

 

 

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

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Disability Income Insurance

How much Disability Income Insurance do you need?

Tax-Deferred Savings

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

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

The Growing Popularity of Preferred Stocks

Investors may be attracted to "preferreds" because they are a potential source of dividend income. Preferred stocks have evolved in recent years as the demands of investors have changed.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

More Newsletters →