Broker Check

701 Bombay Lane Roswell, GA 30076

(770) 740-8744
Client Login

Maxi-Mise Your Financial Future

Book Your Complimentary Insight Session

Get Started

Maxi-Mise Your Financial Future

Book Your Complimentary Insight Session

Get Started
<strong>EXPERTISE YOU CAN TRUST</strong>

EXPERTISE YOU CAN TRUST

What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put Olson Associates on the map.

We partner with our clients to help them achieve their financial goals. We'll work with you to provide personalized support every step of the way.

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Learn More
Saving for Retirement

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.
Learn More
The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn More

HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Erick Olson

Erick Olson, CFP®

Advisor & Owner

Elizabeth Vodde Sweeney

Elizabeth Vodde Sweeney

Client Service Manager

LET'S GET CONNECTED

Thank you!
Oops!

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."
Thank you! Oops!