For over a quarter of a century, Dwight H. Olson, Olson Investment Advisors LLC, has been helping people prepare for retirement by guiding them to make informed decisions about their money. As a Retirement Planning Specialist, Dwight and his team strives to help you build a retirement plan that will put you on the path to pursue and maintain your retirement goals. Olson Investment Advisors, LLC is in the business of building lifelong partnerships.
"Through our relationships with our clients, we guide them towards their investment and retirement goals."-Dwight H. Olson, CEO
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
We take a comprehensive look at your current financial picture, the potential for asset growth, and future expenses to put together a roadmap to help you accomplish your ideal retirement lifestyle. The first step is an information gathering phase where you complete our Retirement Plan Questionnaire so we can understand your financial picture, goals, and expectations. Then we compile all the information you provided us to determine what investment return you would need to achieve your goals. Finally, we discuss the plan results and the implementation process. There are no fees for the complimentary retirement plan consultation.
President and Portfolio Manager