701 Bombay Lane,
We start by learning about the client. The first step to tailoring a financial plan to a client is understanding what the client needs to find fulfillment in retirement. Often this part of the process helps the client understand what it is they seek and helps them recognize their priorities.
When the goals and dreams are identified, the planning opportunity begins. We educate you about tax strategies, estate planning, investment allocation, health insurance, Social Security benefits, identity theft prevention, and more. Then, as a collaborator, the client has the opportunity to change and tweak the plan once they see all the possibilities.
We simplify your financial life by bringing all those elements together into a thoughtful plan in simple, human terms and helping you thoroughly implement each step in the plan.
When You Earn the Reputation for Being Dependable, Reliable and A Right Choice And You Don't Disappoint People Along the Way, They Gravitate To You!
This Is Why Clients Continue Referring Their Family, Friends and Colleagues.
As financial planning professionals we will act as fiduciary, obligated to serve in every client's best interest.
The CFP Code of Ethics is an expression of the financial planning profession’s recognition of its responsibility to the public, to clients, to colleagues, and to employees. These principles apply to the entire Olson Associates team, and provides guidance to them in the performance of their professional services.
1. Act with honest, integrity, competence, and diligence.
2. Act in the client's best interests.
3. Exercise due care.
4. Avoid or disclose and manage conflicts of interest.
5. Maintain the confidentiality and protect the privacy of client information.
6. Act in a manner that reflects positively on the financial planning profession and the CFP® certification.