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

Credit Card Debt

How Long Will It Take to Pay my Balance?

Lease Payment

How much would your monthly lease payment be?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Newsletters

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

More Newsletters →